Joanne Doak
Financial Adviser
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About
Joanne Doak is an ASIC-registered financial adviser based in Ballarat, VIC, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a strong foundation built upon an Advanced Diploma of Financial Planning and a Diploma of Financial Planning obtained from the Financial Planning Association in 2003, Joanne further solidified her expertise by earning the Certified Financial Planner designation in 2009. She keeps her skills current with ongoing professional development, including completing the Financial Services Training Package and specialized training in Self Managed Superannuation Funds through Terra Cordis Pty Ltd in 2017. Joanne is also a proud member of the Financial Advice Association of Australia (FAAA). Joanne is authorised to provide advice on a range of financial products, including superannuation, insurance, and retirement planning. She can also offer guidance on Investment Life Insurance, Life Risk Insurance, Retirement Savings Accounts, and Government Debt Securities. Key services include: • Superannuation advice • Retirement planning • Insurance solutions • Investment guidance If you’re seeking expert financial advice tailored to your unique circumstances, contact Joanne today to schedule a consultation.
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Frequently Asked Questions
What types of financial advice does Joanne Doak provide?
Joanne Doak provides advice on superannuation, retirement planning, and insurance, including investment life insurance and life risk insurance. She also advises on retirement savings accounts and government debt securities.
What qualifications does Joanne Doak have?
Joanne Doak holds an Advanced Diploma of Financial Planning and a Diploma of Financial Planning from the Financial Planning Association. She is also a Certified Financial Planner and has completed specialized training in Self Managed Superannuation Funds.
What is Joanne's approach to financial planning?
Joanne takes a client-centered approach, focusing on understanding your unique financial situation and goals to develop a personalized plan. She prioritizes building long-term relationships based on trust and transparency.
How can Joanne Doak help me with my retirement planning?
Joanne can assist you in developing a comprehensive retirement plan that considers your current financial situation, future income needs, and risk tolerance. She can provide advice on superannuation, investments, and other strategies to help you achieve a comfortable retirement.
What should I expect during my first meeting with Joanne?
During your initial consultation with Joanne, you can expect a friendly and professional discussion about your financial goals and circumstances. She will take the time to understand your needs and explain how she can help you achieve your objectives. This meeting is an opportunity to ask questions and determine if Joanne is the right financial adviser for you.
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