She provides trusted, strategic advice to individuals and families, supporting them to make informed decisions across all stages of their financial journey.
Before joining Invest Blue (now Ironbark) in 2023, Jo successfully owned and operated her own financial planning practice for over 15 years and later advised clients through her role at Countrywide Advice. Her extensive background spans wealth creation, retirement planning, risk insurance, cash flow management, Centrelink and aged care advice.
Jo’s approach is grounded in trust, integrity, and education, empowering clients with clarity and confidence. She holds Fellow Chartered Financial Practitioner (FChFP) status, an Advanced Diploma and Diploma of Financial Services (Financial Planning), SMSF accreditation, and is a professional member of the FAAA.
Outside of work, Jo enjoys travel, fine dining, and spending time with her husband, children, and extended family.
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