B.Bus (Banking/Finance), Adv Dip FP
Jo was born and raised in Sydney and is first generation of Chinese parents who migrated from Hong Kong. Growing up she helped out on weekends her family owned Chinese restaurants and so from an early age she was accustomed to delivering good customer service.
Jo has been in the financial planning industry since 2002 and worked in various roles ranging from administration, paraplanner and associate adviser.
Jo believes that the client's best interests are of the foremost importance. She has a well rounded approach in all aspects of financial planning and has a 'can do' attitude. She gains great satisfaction from being able to help clients no matter how big or small the task may be.
"Act without Expectation" - Lao Tzu
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As one of only four financial advice practices across all Australia to be recognised and rewarded with the ISO9001 International Quality Accreditation standard (the five ticks of quality), KnowledgebankIQ advisers have a commitment to high quality, client focused advice recognised by consecutive awards for providing leading advice.