Joanne Brassett FChFP
About Me
Founded and operated by the Brassett family for over four decades, Insurance Advisory Service (IAS) is a women-led advisory service specialising in bespoke financial and insurance solutions.
At IAS, our mission transcends numbers – it’s about helping you achieve your goals and protect your legacy. Our clients are businesses, families and individuals – all with their own unique goals and aspirations; we tailor our strategies and holistic advice accordingly. Together, we help you navigate the path to financial well-being and peace of mind.
Jo is the Managing Director of IAS, and a Senior Financial Adviser, Life & Financial Planning and Complaints Manager.
With more than 20 years' experience in professional services and 10 years in the insurance industry, Jo has a wealth of experience and knowledge across a broad range of business disciplines. Currently responsible for client acquisition and retention at Insurance Advisory Service.
Jo is renowned for her quick thinking and strong skills in identifying needs and customising solutions. Having worked overseas for a number of boutique and cutting-edge organisations, Jo is adept at managing teams, driving strategy and achieving win-win outcomes.
Jo is passionate about people – what makes them unique and how they best work together, ensuring equality and stability for her team. An achiever by nature, she inspires those around her by strategically looking to the future and the possibilities it holds.
Areas of Focus
- Cashflow management
- Estate planning
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Highest Level of Education Advanced Diploma
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Years of Experience 15 Years
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Licensed By Insurance Advisory Service (n S W) Pty Ltd