Joanna Ryan

Lumix Wealth

Gold
18 Yrs Experience
Sydney, NSW 2000
Did you know that while more Australian women hold Bachelor degrees than men, they earn about 17% less on average (and that this gender pay gap has remained fairly static for the last 30 years)? Or that 9 in 10 women regret that they had neglected to engage with their money earlier? I started Lumix Women to ensure professional women and successful entrepreneurs (and their partners) engage with money so that they can secure their financial future. With more than 12 years experience in running my own business and over 20 years in banking and finance, I have an extensive understanding of the challenges of money. Knowing the steps you should take, finding who you can trust, understanding how you can move ahead are just a few of the difficulties you might be facing. Lumix Women is a boutique financial planning consultancy that focusses exclusively on acting in your best interests. We specialise in ensuring women make clever decisions with their money so that they can retire with a fortune!

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 4
  • First year providing advice 2004
  • Years of experience 18
  • Highest qualification
    • Master of Commerce
  • Language spoken
    • English

Lumix Wealth

Suite 309, 350 George St
Sydney, NSW 2000

Opening hours

  • 9:00am – 5:00pm Monday – Wednesday, Friday

Licensed by

Lumix Wealth Afsl Pty Limited

AFSL 514798

5.00
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Knowledge & expertise
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5.00

"Working with Joanna has given me an immense amount of peace of mind and so much confidence to feel in control of my finances. Joanna is great to work with and her level of skills and expertise is exceptional. I would highly recommend Joanna."

  • Clear communication
  • Knowledge & expertise
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5.00

"Joanna has a deep and sincere interest in improving my outcomes. I feel that she is always looking out for my interests and she is very much a part of my team as a mentor and coach. She really cares."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Joanna provides me with exactly what I need at this stage of my life. She is so friendly and helpful. I always recommend her."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Joanna takes really good care of us. We rate her very highly."

  • Clear communication
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  • Customer care
  • Likely to recommend
Showing reviews 1—4 of 4

Qualifications & Training

Master of Commerce

Level
9 - Masters Degree
Institution
University of New South Wales (UNSW)
Completed
1995

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2001

Graduate Diploma of Applied Finance and Investment

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
1997

Bachelor of Economics

Level
7 - Bachelor Degree
Institution
The University of Sydney (USYD)
Completed
1986

Margin Lending

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2013

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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