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JP

Jo Potts

Senior Partner @Findex

Sydney, AU

EMAILS

[email protected]

MOBILE NUMBERS

+91 *********19

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WORK HISTORY

Jul 2010 — Present

Senior Partner @Findex

Sydney, AU

SKILLS

Retirement Income StrategiesFinancial PlannersStrategic Financial PlanningHigh Net Worth IndividualsRetirementInvestment StrategiesDisability InsuranceWealth AccumulationInvestment AdvisoryTrustsFinancial PlanningInsurance PlanningFinancial ServicesSmsfWealth ManagementFinancial AdvisoryInvestmentsWealthEstate PlanningRetirement PlanningWealth Management ServicesFinancial RiskSelf Managed Superannuation Funds (Smsf)Business AdvisorySuperannuationTerm Life InsuranceIncome ProtectionInvestment ManagementFinancePensions

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ABOUT JO POTTS

As a financial adviser, I give people peace of mind they have made the right decisions…

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