Meet Jo Fleming

 Jo Fleming

Jo Fleming Authorised Representative of Charter Financial Planning Limited

When did you start working in the financial Services Sector?

I started in this industry 23 years ago working as an Administration Assistant in a growing financial planning firm. In 1996 I became a licenced Financial Planner & began my own practice in 2002. Today in my practice I have been lucky enough to see my client’s journey from their first appointment right through to some celebrating their retirement. It’s been a privileged to have been part of this. I love being able to educate and guide clients along their life path.

What are your qualifications?

• Advance Diploma in Financial Services (FP)
• Fellow Chartered Financial Practitioner FChFP
• Self Managed Superannuation Funds

I hold memberships with

• Credit Ombudsman Services Limited (COSL)
• Association of Financial Advisers (AFA)

What are you area’s of expertise:

• Superannuation
• Retirement Planning
• Insurance & Risk Protection
• SMSF
• Debt Management
• Listed Securities
• Managed Investments
• Savings & Term Deposits
• Salary Packaging
• Estate planning
• Aged Care
• Centrelink Benefits
• Employer super

 

Tell us who you are and what you do outside of work life?

I have been happily married to my husband since 2002 and we are proud parents of 3 beautiful children 15,12,& 7 years who keep us very busy. I thoroughly enjoy watching my children play sport and participate in community activities. Whist I’m not working I enjoy taking over the kitchen and cooking some beautiful indulgent recipes. I also love catching up with family and friends over a meal and just enjoying their company.