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Jo Brassett

Insurance Advisory Service (NSW) Pty Ltd

Silver
15 Yrs Experience
North Sydney, NSW 2060

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.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Shares & Investments
  • Cashflow & Income
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets

My fees

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

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.

At a glance

  • Adviser status Silver
  • First year providing advice 2009
  • Years of experience 15
  • Highest qualification
    • Fellow Chartered Financial Practitioner (FChFP)
  • Language spoken
    • English

Insurance Advisory Service (NSW) Pty Ltd

Level 3, 273 Alfred Street
North Sydney, NSW 2060

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Insurance Advisory Service (Nsw) Pty Ltd

AFSL 234624