Jo Brassett
Managing Director at Insurance Advisory Service- Claim this Profile
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Bio
Sarah Hawley
Over the past couple of years, I have watched Jo develop into an exceptional leader in her role as AFA GenXt Chair for NSW. She has created real momentum and community among our GenXt advisers in NSW, increasing attendance at events and improving the quality of content delivered. Jo has implemented excellent structures within her committee and operates very efficiently. As such, she has contibuted to the development of her committee members through her positive example. I'm very impressed by Jo and the work she does for the association, she is a passionate and enthusiastic leader.
Sarah Hawley
Over the past couple of years, I have watched Jo develop into an exceptional leader in her role as AFA GenXt Chair for NSW. She has created real momentum and community among our GenXt advisers in NSW, increasing attendance at events and improving the quality of content delivered. Jo has implemented excellent structures within her committee and operates very efficiently. As such, she has contibuted to the development of her committee members through her positive example. I'm very impressed by Jo and the work she does for the association, she is a passionate and enthusiastic leader.
Sarah Hawley
Over the past couple of years, I have watched Jo develop into an exceptional leader in her role as AFA GenXt Chair for NSW. She has created real momentum and community among our GenXt advisers in NSW, increasing attendance at events and improving the quality of content delivered. Jo has implemented excellent structures within her committee and operates very efficiently. As such, she has contibuted to the development of her committee members through her positive example. I'm very impressed by Jo and the work she does for the association, she is a passionate and enthusiastic leader.
Sarah Hawley
Over the past couple of years, I have watched Jo develop into an exceptional leader in her role as AFA GenXt Chair for NSW. She has created real momentum and community among our GenXt advisers in NSW, increasing attendance at events and improving the quality of content delivered. Jo has implemented excellent structures within her committee and operates very efficiently. As such, she has contibuted to the development of her committee members through her positive example. I'm very impressed by Jo and the work she does for the association, she is a passionate and enthusiastic leader.
Experience
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Insurance Advisory Service
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Australia
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Insurance
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1 - 100 Employee
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Managing Director
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Jul 2019 - Present
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Chief Executive Officer
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Jan 2008 - Jul 2019
A lynchpin to the direction, growth and management of the business, Jo’s role encompasses a broad range of business portfolios and professional disciplines. With exceptional skills in deconstructing complicated, lengthy insurance policies and conveying their meaning and key points to clients; Jo is an asset to any individual, family or business looking to mitigate risk. With more than 10 years in the insurance industry, Jo’s familiarity with high-end, boutique and niche products is highly valued. A specialist in pairing solutions to circumstances, Jo’s approach is personal, informed and tailored to the meet the needs of the individual. With experience and pinpoint accuracy in pairing policies and products to individual circumstances, Jo and her team take the time to explain the difference and importance between various finance products and their weaknesses and strengths.With a raft of experience as a Para Planner, Risk Adviser and Financial Adviser, Jo has worked across all aspects of the business and is now focused on developing long-term business and client facing solutions. Show less
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Coach4U
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Australia
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Business Consulting and Services
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Co-Founder
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Dec 2019 - Jun 2021
IAS works with businesses and families to build and protect their financial well-being. IAS takes a truly strategic approach to insurance and financial needs and ensures a best fit for businesses, individuals and families each and every time. IAS works with businesses and families to build and protect their financial well-being. IAS takes a truly strategic approach to insurance and financial needs and ensures a best fit for businesses, individuals and families each and every time.
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Chair GenXt AFA Committee NSW/ACT
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Jan 2011 - 2014
The Association of Financial Advisers is a professional organisation that has been serving the financial advising industry for over 68 years. Its aim is to provide members with a robust united voice, continually improve practices and focus firmly on the exciting, dynamic future of the financial advising industry. The Association of Financial Advisers is a professional organisation that has been serving the financial advising industry for over 68 years. Its aim is to provide members with a robust united voice, continually improve practices and focus firmly on the exciting, dynamic future of the financial advising industry.
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Education
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Kaplan Professional
General Insurance Broking, Tier 1 - General Insurance Broking -
2016 - 2017
Kaplan Professional
Fellow Chartered Financial Practitioner, Financial Planning and Services -
2012 - 2013
Mentor Education
Advanced Diploma, Financial Planning and Services -
Gold Seal Training
Tier 2, General Insurance Broking -
2010 - 2010
AAMC Training Group
Cert 4 Financial Services, Mortgage Broking -
2009 - 2009
Mentor Education
Diploma of Financial Services, Financial Planning -
1978 - 1990
St Lukes Secondary School for Girls
HSC, English, Arts, Maths, Physical Education
Community
