Financial Adviser
· LEICHHARDT, NSW
Joanna Lyn Mccreery
No disciplinary history on record with ASIC
LEICHHARDT,
NSW
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000288361
Joanna Lyn Mccreery is a financial adviser based in Leichhardt, New South Wales, with 21 years of experience in the financial services industry since 2005. Joanna is currently authorised under Majella Wealth Advisers. Joanna holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Joanna's qualifications include a Bachelor of Economics from Macquarie University. Joanna is a member of Boutique Financial Planning Principals Association Inc. and Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1991
Bachelor of Economics
Macquarie University
2003
Graduate Diploma of Financial planning
Securities Institute of Australia
2008
Certified Financial Adviser
Financial Planning Association