Director – Private Wealth
Joanne is a senior advisor to the privately-owned businesses, charities and individual clients of Grant Thornton.
She has extensive experience in devising and implementing strategies to enable clients to build and protect their wealth, and assist in wealth transfer to the next generation. Joanne specialises in constructing and managing personalised portfolios for clients.
Joanne has more than 25 years experience in the finance and investment industry and more than 15 years advising clients at Macquarie Bank, Goldman Sachs JBWere and Grant Thornton. She previously held roles in funds management at Perpetual and Colonial First State, both in Sydney and London.
- Certified Financial Planner
- Adv. Diploma of Financial Services (Financial Planning)
- Bachelor of Business (Finance), University of Technology, Sydney
- Diploma of Financial Markets, Finsia