Financial Adviser · BALLARAT, VIC

Joanne Doak

22 Years experience

Tax advice
authorised

Currently at

Melbourne, VIC

View firm profile

ASIC Registered · ADV 000279271

Joanne Doak is a financial adviser based in Ballarat, Victoria, with 22 years of experience in the financial services industry. Joanne is currently authorised under Endeavor Asset Management Pty. Ltd.. Joanne 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 Certified Financial Planner from Financial Planning Association. Joanne is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

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

Restrictions: Government Debentures, Stocks or Bonds - Class of Product Only;

Authorised to provide tax financial advice services

Qualifications and Training

2003

Advanced Diploma of Financial Planning

Financial Planning Association

2003

Diploma of Financial Planning

Financial Planning Association

2009

Certified Financial Planner

Financial Planning Association

2017

Financial Services Training Package

Terra Cordis Pty Ltd

2017

Self Managed Superannuation Funds

Terra Cordis Pty Ltd

Registration History

Endeavor Asset Management Pty. Ltd.

Jan 2025 - Present Current

Government Debentures, Stocks or Bonds - Class of Product Only;

WEALTH TRAIL PTY LTD

Nov 2021 - Feb 2025 Ceased

UNITED GLOBAL CAPITAL PTY LTD

Jan 2021 - Oct 2021 Ceased

Ri Advice Group Pty Ltd

Oct 2020 - Jan 2021 Ceased

Securities: Class of product only. Superannuation: Not authorised to provide SMSF advice.

Alliance Wealth Pty Ltd

Nov 2018 - Aug 2020 Ceased

MAGNITUDE GROUP PTY LTD

Mar 2015 - Nov 2018 Ceased

Source: ASIC Financial Advisers Register