Joanne Doak

Freedom Finance Australia Wealth Pty Ltd

Silver
18 Yrs Experience
Melbourne, VIC 3004

Recent reviews

Freedom Finance Australia Wealth Pty Ltd

Level 14, 636 St Kilda Rd
Melbourne, VIC 3004

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 4
  • First year providing advice 2004
  • Years of experience 18
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Licensed by

Wealth Trail Pty Ltd

AFSL 521516

5.00
4 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—4 of 4

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5.00

"Joanne has been my financial adviser for 2 years now, and I am a very happy customer. Joanne is clearly knowledgable and very passionate about getting the best results for me. I have no hesitation in recommending Joanne Doak to anyone."

  • Superannuation
  • Insurance Protection
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Joanne has helped me with my super for many years and recently helped me with advice that helped me financially during a stressful time."

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I would like to thank Joanne Doak very much for looking after me with my financial and income insurance affairs. Nothing has been too difficult and Joanne has been extremely thorough and has made thing very easy for me and my family. I would recommend her services to all. Thanks heaps Joanne. Kind regards Nik"

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

"I really appreciate how Joanne explains things to me, in language & terminology I understand."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—4 of 4

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets

Qualifications & Training

Financial Services Training Package

Level
0 - Training / Exam / Other
Institution
Terra Cordis
Completed
2017

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Financial Planning Association of Australia (FPA)
Completed
2003

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2009

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2003

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Terra Cordis
Completed
2017

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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