Joanna Moss

Eureka Whittaker Macnaught

Gold

8 Yrs Experience

Brisbane City, QLD 4000

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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.

Government Assistance
Superannuation
Retirement & Pension
Margin Lending
Shares & Investments
Redundancy
Aged Care
Cashflow & Income
Socially Responsible
Growing Assets

4.75 December 2023

Joanna has always been available in a timely manner for all communication. She allows time to make sure her advice is understood by my family and me.

5.00 October 2023

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.

4.25 July 2023

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.

5.00 April 2023

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.

5.00 March 2023

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.

Adviser status Gold
Rating 4.78
Number of reviews 10
First year providing advice 2016
Years of experience 8
Highest qualification
- Bachelor of Economics and Social Studies (Business and Management)
Language spoken
- English