With more than 20 years experience in professional services and 10 years in the insurance industry, Jo has a wealth of experience and knowledge across a broad range of business disciplines.
Currently responsible for client acquisition and retention at Insurance Advisory Service, Jo is renowned for her quick thinking and strong skills in identifying needs and customising solutions.
Having worked overseas for a number of boutique and cutting-edge organisations, Jo is adept at managing teams, driving strategy and achieving win-win outcomes.
The IAS Client Journey has an initial focus meeting, scope of work, strategy session, authority to proceed, implementation, on track coaching sessions and an annual refocus and re setting of goals. We have the focus meeting so we can set the scope of work and then cost out the services that are suitable to each person.
- Adviser status Silver
- First year providing advice 2009
- Years of experience 14
- Fellow Chartered Financial Practitioner (FChFP)
Insurance Advisory Service (NSW) Pty LtdLevel 3, 273 Alfred Street
North Sydney, NSW 2060
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Insurance Advisory Service (Nsw) Pty Ltd