Joanna Ryan

Consultant at Advise Wise
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Contact Information
us****@****om
(386) 825-5501
Location
Sydney, New South Wales, Australia, AU
Skills

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Credentials

  • Bachelor of Economics
    University of Sydney
  • Certified Financial Planner®
    Financial Planning Association
  • Fellow Financial Services Institute of Australasia
    Financial Services Institute of Australasia
  • Graduate Diploma in Applied Finance & Investment
    Securities Institute of Australia
  • Graduate Diploma in Financial Planning
    Securities Institute of Australia
  • Master of Commerce
    University of NSW

Experience

  • Advise Wise
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Consultant
      • Mar 2022 - Present

  • Lumix Wealth
    • Financial Services
    • 1 - 100 Employee
    • Managing Director
      • 2003 - Present

      Lumix Wealth, a boutique financial planning consultancy with tailored services for professional women and business owners, has recently been merged with Advise Wise. Our customer value proposition underpins every aspect of our advice process: • We focus on women, not just finances. • We understand women because we are women. • We support women to achieve their financial goals. • We help women believe they can do it – because they can. • When you know better, you do better.

  • Challenger Limited
    • Australia
    • Financial Services
    • 700 & Above Employee
    • Financial Services Consultant
      • 1998 - 2003

      Consulting to leading fund managers - licensing, training, technical advice, industry reform Consulting to leading fund managers - licensing, training, technical advice, industry reform

  • ANZ
    • Australia
    • Banking
    • 700 & Above Employee
    • Financial Planning Strategy
      • 1992 - 1998

      Working on high level projects from incentive & reward system for financial planners; establishment of centralised paraplanning unit; establishment of centralised technical services area Working on high level projects from incentive & reward system for financial planners; establishment of centralised paraplanning unit; establishment of centralised technical services area

  • Morgan Stanley
    • United States
    • Financial Services
    • 700 & Above Employee
    • Summer Intern
      • 1994 - 1994

      Design & implementation of customer service programs Design & implementation of customer service programs

Education

  • UNSW
    Master of Commerce
    1992 - 1994
  • University of Sydney
    Bachelor of Economics
    1983 - 1985
  • Securities Institute of Australia
    Graduate Diploma in Financial Planning
    1999 - 2000
  • Securities Institute of Australia
    Graduate Diploma in Applied Finance and Investment
    1995 - 1996
  • Abbotsleigh
    1975 - 1982
  • Australian Institute of Company Directors
    Graduate
    -

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