Financial Adviser · BRISBANE, QLD

Joanna Moss

BRISBANE, QLD

10 Years experience

Tax advice
authorised

ASIC Registered · ADV 001240905

Licensee

Fortnum Advice

Sydney, NSW (licence address on ASIC register)

View licensee

About Joanna Moss

Joanna Moss is a financial adviser based in Brisbane, Queensland, with 10 years of experience in the financial services industry since 2016. Joanna is currently authorised under Fortnum Advice. Joanna holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Joanna's 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