I have 25 years' experience in the Banking and Financial Services Industry and have worked in Financial planning, Lending and Marketing. I have a strong knowledge of technical strategies including Insurance (Personal and Business), Superannuation and Retirement, SMSF, Aged Care, Gearing, Margin Lending, Listed Securities, Company and Trust Structures and Defined Benefit advice.
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AssociatePsk Private Wealth Jul 2024 - Present -
Analyst - Case Assessor - RemediationBig 4 Consultancy Firm May 2022 - Jun 2024Full time hours -
Advice Professional CoachCommonwealth Bank Feb 2020 - Mar 2022* Dedicated Advice coach (Advice process, Quality assurance, Risk Management and Technology Training support) for national team of Financial planners, Advice Managers, Paraplanners and support staff. -
Senior ParaplannerCommonwealth Bank Jun 2014 - Feb 2020* Prepared and delivered high quality, compliant Statements of Advice (SoA) including complex strategies such as SMSF, Aged Care, Gearing, Margin Lending, Listed Securities, Business Risk, Company and Trust Structures and Defined Benefit advice. * Reviewed and pre-vetted Paraplanning submissions and raised any risks or concerns with Financial Advisers to ensure the appropriateness of product and advice recommendations.* Quality review of Paraplanner SoA output including upskilling other Paraplanning team members on new strategies.
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ParaplannerCommonwealth Bank Jan 2013 - Jun 2014
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Client Services OfficerFmd Financial - Expert Financial Advisers Sep 2010 - Jan 2013 -
Financial AdvisorQbank Mar 2006 - Sep 2010Position held with Qld Police Credit Union (now operating as QBANK) -
Marketing Analyst (Project)Qbank Oct 2008 - Mar 2009Position held with Qld Police Credit Union (now operating as QBANK).
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Household Financial Advisory Co-Ordinator/ParaplannerQbank Nov 2003 - Mar 2006Position held with Qld Police Credit Union (now operating as QBANK).
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Lending Operations Officer - Mortgages And Personal LoansQbank Jan 2001 - Nov 2003Position held with Qld Police Credit Union (now operating as QBANK).
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Marketing OfficerQbank Jan 2000 - Jan 2001Position held with Qld Police Credit Union (now operating as QBANK).
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Marketing AssistantQld Teachers Credit Union (Now Operating As Racq Bank) Feb 1999 - Jan 2000Position held with Qld Teachers Credit Union (now operating as RACQ Bank)
Joanna Mccarthy Education Details
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Public Relations, Communication And Journalism -
Business, Management, Marketing, And Related Support Services
Frequently Asked Questions about Joanna Mccarthy
What company does Joanna Mccarthy work for?
Joanna Mccarthy works for Psk Private Wealth
What is Joanna Mccarthy's role at the current company?
Joanna Mccarthy's current role is Financial Advice Professional.
What schools did Joanna Mccarthy attend?
Joanna Mccarthy attended Finsia, University Of Southern Queensland, University Of Southern Queensland.
Not the Joanna Mccarthy you were looking for?
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Joanna McCarthy
Greater Sydney Area1cbaa.org.au -
3charlessturt.sa.gov.au, charlessturt.sa, marion.sa.gov.au2 +614089XXXXX
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Joanna McCarthy
Marketing I Strategic Communications I Investor Relations I Stakeholder Engagement I Crisis & Issues ManagementGreater Sydney Area3rubik.com.au, kcc.com, transport.nsw.gov.au3 +412270XXXXX
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Joanna McCarthy
South Wharf, Vic
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