Associate
Current
Jul 2024 - Present
AeroLeads people directory · profile
Joanna Mccarthy Email & Phone Number
Financial Advice Professional
at
PSK Private Wealth
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Who is Joanna Mccarthy? Overview
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Quick answer
Joanna Mccarthy is listed as Financial Advice Professional at PSK Private Wealth, based in Australia. AeroLeads shows a matched LinkedIn profile for Joanna Mccarthy.
Joanna Mccarthy previously worked as Associate at Psk Private Wealth and Analyst - Case Assessor - Remediation at Big 4 Consultancy Firm. Joanna Mccarthy holds Graduate Diploma Of Financial Planning, Financial Planning And Services from Finsia.
Company email context
Email format at PSK Private Wealth
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PSK Private Wealth
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Profile bio
About Joanna Mccarthy
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.
Current workplace
Joanna Mccarthy's current company
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12 roles
Joanna Mccarthy work experience
A career timeline built from the work history available for this profile.
May 2022 - Jun 2024
Advice Professional Coach
* 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.
Feb 2020 - Mar 2022
Senior Paraplanner
* 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.
Jun 2014 - Feb 2020
Paraplanner
Jan 2013 - Jun 2014
Client Services Officer
Sep 2010 - Jan 2013
Mar 2006 - Sep 2010
Marketing Analyst (Project)
Position held with Qld Police Credit Union (now operating as QBANK).
Oct 2008 - Mar 2009
Household Financial Advisory Co-Ordinator/Paraplanner
Position held with Qld Police Credit Union (now operating as QBANK).
Nov 2003 - Mar 2006
Lending Operations Officer - Mortgages And Personal Loans
Position held with Qld Police Credit Union (now operating as QBANK).
Jan 2001 - Nov 2003
Jan 2000 - Jan 2001
Marketing Assistant
Qld Teachers Credit Union (Now Operating As Racq Bank)
Position held with Qld Teachers Credit Union (now operating as RACQ Bank)
Feb 1999 - Jan 2000
3 education records
Joanna Mccarthy education
Graduate Diploma Of Financial Planning, Financial Planning And Services
Bachelor Of Arts - Ba, Public Relations, Communication And Journalism
Graduate Certificate In Management, Business, Management, Marketing, And Related Support Services
FAQ
Frequently asked questions about Joanna Mccarthy
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What company does Joanna Mccarthy work for?
Joanna Mccarthy works for PSK Private Wealth.
What is Joanna Mccarthy's role at PSK Private Wealth?
Joanna Mccarthy is listed as Financial Advice Professional at PSK Private Wealth.
Where is Joanna Mccarthy based?
Joanna Mccarthy is based in Australia while working with PSK Private Wealth.
What companies has Joanna Mccarthy worked for?
Joanna Mccarthy has worked for Psk Private Wealth, Big 4 Consultancy Firm, Commonwealth Bank, Fmd Financial - Expert Financial Advisers, and Qbank.
How can I contact Joanna Mccarthy?
You can use AeroLeads to view verified contact signals for Joanna Mccarthy at PSK Private Wealth, including work email, phone, and LinkedIn data when available.
What schools did Joanna Mccarthy attend?
Joanna Mccarthy holds Graduate Diploma Of Financial Planning, Financial Planning And Services from Finsia.
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