Financial Adviser

Joanna Ho

Financial Adviser

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.

Philosophy

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

Personal Life

  • Likes an active lifestyle and finds balance in yoga.  Jo has a Yoga Alliance 200 hour Registered Yoga Teacher accreditation. 
  • Enjoys the great outdoors and travelling - most memorable moment was hiking up Mt Kinabalu (Malaysia) and standing above the clouds at sunrise!
  • Her dream is to set foot on every continent (only Antarctica left).

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Our Advisers

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.