Jo Hall work email
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Jo Hall personal email
Jo is passionate about assisting Financial Advisers deliver financial advice in a cost effective, efficient way. Having been a Practice Principal and understanding the day to day pressures, Jo realised that she could assist more clients through supporting the Advisers rather than delivering advice directly. Jo is keen to assist Practices to understand how to run an efficient back office, whilst meeting all Best interest duty and compliance requirements without over-complicating it.Qwrk Outsourcing (formerly SMSF Paraplanners) partners with practices to effectively outsource Financial Planning Administration, Lending administration, Compliance Support, Paraplanning and data led technology transformation. The team is largely based in the beautiful Philippines!Jo will continue to build tools relevant to today's compliance requirements to assist Advisers to do what they do best- spend time in front of their clients!
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DirectorFin365Sunshine Coast, Qld, Au -
Managing DirectorQwrk. Nov 2010 - PresentMooloolaba, Qld -
Managing DirectorEveryday Paraplanners Pty Ltd May 2015 - Dec 2017Sunshine Coast, Australia -
Customer Success - ProjectsFin365 Feb 2023 - PresentSupporting practices to plan, manage and grow their businesses through data led transformation. -
Senior Financial Advisor And DirectorSuper Specialist Advisors Jul 2015 - Mar 2018
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Financial AdvisorCornerstone Financial Group Oct 2001 - Jun 2015Sunshine Coast
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PresidentKawana Waters Chamber Of Commerce And Industry Sep 2010 - Sep 2013
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ParaplannerAmp 2000 - 2001
Jo Hall Skills
Jo Hall Education Details
Frequently Asked Questions about Jo Hall
What company does Jo Hall work for?
Jo Hall works for Fin365
What is Jo Hall's role at the current company?
Jo Hall's current role is Director.
What is Jo Hall's email address?
Jo Hall's email address is jh****@****.com.au
What schools did Jo Hall attend?
Jo Hall attended Massey University, Kaplan Professional.
What skills is Jo Hall known for?
Jo Hall has skills like Superannuation, Smsf, Wealth Management, Retirement Planning, Pensions, Wealth, Investments, Financial Advisory, Strategic Financial Planning, Investment Strategies, Retirement, Income Protection.
Who are Jo Hall's colleagues?
Jo Hall's colleagues are Hùng Nguyễn, Javier Stickar, Molly Finegan, Chris Schaller, Timothy Reid, Jeremy Beatson.
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