Jo Fleming Authorised Representative of Charter Financial Planning Limited
When did you start working in the financial Services Sector?
In 1996 I became a licenced Financial Planner. In the 25 plus years we have been lucky enough to see our 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:
• Retirement Planning
• Insurance & Risk Protection
• SMSF
• Listed Securities
• Managed Investments
• Savings & Term Deposits
• Estate planning
• Aged Care
• Centrelink Benefits
Tell us who you are and what you do outside of work life?
I have been happily married to my husband Brendan since 2002 and we are proud parents of 3 beautiful children. I love spending time with my family, being social, travelling and cooking.