MenuJoanne Doak CFP®
About Me
I have been an adviser in Geelong for over 10 years and have helped my clients achieve their financial goals. I specialize in all aspects of financial planning - including retirement planning, Centrelink assistance and personal risk management. The first appointment is complimentary.
Areas of Focus
- Aged care
- Cashflow management
- Debt management
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- SMSF
- Superannuation
- Wealth management
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Years of Experience 21 Years -
Licensed By Endeavor Asset Management Pty. Ltd.
