I've been working in the financial planning and banking sector since 1999.
My qualifications include Certificate IV in Financial Services, the Advanced Diploma of Financial Planning and a Bachelor of Business degree, majoring in Business Management & Human Resource Management.
In 2014 I also became a Certified Financial Planner (CFP).
I enjoy bringing value to my clients so they can achieve their financial goals and lifestyle objectives.
I'm incredibly passionate about what I do.
Call me for a free initial consultation.
There is no charge for the initial meeting. Following this meeting I will send you a proposal outlining the fee to prepare a Statement of Advice (SOA). Ongoing fees are dependent on the services required - these will be outlined in your SOA.
I charge fixed dollar fees for the services provided.
We had the pleasure of working with Joanne Spiteri and we couldn't be happier with the experience. From the start, she demonstrated a deep understanding of our financial goals and tailored a comprehensive plan to help us achieve them. Her knowledge and expertise were evident throughout our interactions, and Joanne always took the time to explain complex financial concepts in a way that was easy to understand.
We highly recommend Joanne to anyone seeking expert advice and a dedicated partner in their financial journey.
I could not recommend Joanne more highly, she has been my financial planner for the past 15 plus years. She is always available to answer any question, no matter how big or small. I have complete faith in her ability, recommendations and trust her without question. I feel secure in the knowledge that my financial future is in safe in her hands.
Joanne has been my financial planner for several years now as well as managing my late parents’ financial affairs before that.
She is always available to discuss financial matters, acts promptly and efficiently on any requests, gives sound and balanced advice, and returns calls without delay. Her assistance during the administering of my parents’ estate was above and beyond what I expected from a financial planner following issues that arose with one of the Wills. Her knowledge and advise assisted us through a difficult process.
Joanne is very approachable and a pleasure to deal with and no enquiry is either too small or not worth her time.
I highly recommend Joanne.
My wife and I are long terms clients of Joanne Spiteri. We cannot speak too highly the support and advice that we have received over the years from Joanne. Joanne's professional service is outstanding. She is always accessible and incredibly prompt in her response to any queries that we might have. We have complete faith in her judgement and would have no hesitation in referring her services to prospective clients.
Joanne has always been available and offered sound advice whenever I have contacted her. She is reliable and knowledgeable.
- Adviser status Platinum
- Number of reviews 6
- First year providing advice 2010
- Years of experience 13
- Certified Financial Planner (CFP)
PSK Private WealthSuite 4 Ground Floor, Enterprise 1 Innovation Campus Squires Way
North Wollongong, NSW 2522
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Psk Advisory Services Pty Ltd