Super lump sum
14th October 2024
Joanne Benny
DIRECTOR AND PRACTICE PRINCIPAL
CFP®, DIP FS(FP), B.ACCT, SMSF
Jo is an Authorised Representative (AR number 409927) and credit representative (409929) of the Licensee.
Jo prides herself on developing excellent working relationships with all her clients to provide professional financial advice based on their individual needs and goals. She is deeply passionate about the benefits financial planning advice can provide Australians.
Jo has two beautiful kids and partner, whom she adores and loves spending time with. In her spare time, she also enjoys sailing, reading a good book and having a glass of wine!
ADVICE I SPECIALISE IN
- Retirement planning
- Personal Risk Insurance
- Budget and Cashflow Management
- Financial planning
- Investment planning
- Strategic and Dynamic Asset Allocation
- Superannuation
- Self Managed Super Funds
GENERAL ADVICE I PROVIDE
- Small business advice
- Estate planning