Joanna began her career in the financial services industry in 2005 in UK retail banking. Having settled in Australia, Joanna began working with Whittaker Macnaught in 2012 and continued with Eureka Whittaker Macnaught in 2013.
Joanna enjoys getting to know her clients and helping them achieve their aspirations through holistic and tailored financial planning. She seeks to empower her clients to make sound financial decisions which are in their best interests. Joanna believes in strategic financial planning that is reviewed and adjusted as life changes.
My parents have been long term clients of Joanna. After my father's death, Joanna continued to advise my mother and our family. My mother has recently moved in Residential Aged Care and Joanna's professional expertise has been invaluable.
I have found Joanna very approachable in answering any queries I have had in regard to her advice and am very happy with the positive outcome of her advice over the years we have dealt with my financial situation.
I am very happy with Joanna being my financial adviser. I have every confidence in the advice she gives me and I feel she always goes the extra mile. Nothing is too much trouble for her and she always returns my calls promptly. I have recommended her to several friends.
In all the time we have been fortunate enough to know Joanna, we could not fault her service, knowledge and general helpfulness. She is always available for any queries we have and solves all our problems promptly and efficiently. She always goes far beyond what we have a right to expect. Eureka Whittaker Macnaught has always been a great company to deal with. We would recommend them to anybody who needs professional help.
Joanna has been managing my financial situation for many years and is always very professional and attentive and especially in recent 12 months providing assistance in helping with the transition into nursing home and reorganisation of finances and estate planning. During a very stressful time Joanna has always made herself available to answer questions and explain what needed to be done in a very concise and easy to understand way
- Adviser status Gold
- Number of reviews 10
- First year providing advice 2016
- Years of experience 7
- Bachelor of Economics and Social Studies (Business and Management)
Eureka Whittaker MacnaughtSuite 3.3, Level 3, 100 Creek St
Brisbane City, QLD 4000
- 8:00am – 4:30pm Wednesday – Friday
- In person
- Video call
Fortnum Private Wealth Ltd