Data sourced from ASIC Financial Advisers Register
Financial Adviser · BRISBANE, QLD

Joanna Moss

10 Years experience
Tax advice
authorised
Currently at
Fortnum Advice Pty Ltd
Sydney, NSW
View firm profile
ASIC Registered · ADV 001240905

Joanna Moss is a financial adviser based in Brisbane, Queensland, with 10 years of experience in the financial services industry. Joanna is currently authorised under Fortnum Advice Pty Ltd. Joanna holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Economic & Social Studies (Business & Management) from Abersytwyth University (Wales). Joanna is a member of Financial Advice Association of Australia (FAAA) and RIAA.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Deposit Products Government Bonds Margin Lending

Restrictions: Not SMSF

Authorised to provide tax financial advice services

Qualifications and Training

2009
Bachelor of Economic & Social Studies (Business & Management)
Abersytwyth University (Wales)
2014
Diploma of Financial Planning
Kaplan Professional
2016
Margin Lending
Kaplan Professional
2019
Advanced Diploma of Financial Planning
Kaplan Professional
2024
FPC002B
Bridging Course - Ethics - Kaplan Professional

Registration History

Fortnum Advice Pty Ltd
Aug 2025 - Present Current
Not SMSF
Fortnum Private Wealth Ltd
Jul 2022 - Aug 2025 Ceased
Not SMSF
Fortnum Private Wealth Ltd
Oct 2019 - Dec 2021 Ceased
Not SMSF
Financial Wisdom Limited
Apr 2016 - Sep 2019 Ceased
Not authorised to provide personal advice on Securities, SMSF

Source: ASIC Financial Advisers Register