Joy Wisniewski

Areas of expertise

Australian Financial Planning
Pensions
Small Self Administered Schemes (SSAS’s)
Lifestyle Planning
Retirement Planning

Experience

2014-2023
Head of Hartsfield Planning – Hartsfield Financial Services
Head of Advice – Hartsfield Financial Services
Independent Financial Planner – Hartsfield Financial Services
Relationship Manager – Hartsfield Financial Services

2010-2014
Advanced Financial Planner – Westpac Banking Corporation
Financial Planner – Westpac Banking Corporation
Partnership Financial Planning Assistant – Westpac Banking Corporation

2009-2010
Client Service Manager - Aon

Professional qualifications and memberships

- Diploma in Regulated Financial Planning (CII)
- Certificate in Mortgages (CII)
- ILM Management and Leadership
- Level 5 Professional Management (CMI) – University of Roehampton
- Bachelor of Business - Financial Services (Australian Catholic University)