Joanne Spiteri

PSK Private Wealth

Platinum
14 Yrs Experience
North Wollongong, NSW 2500

I've been working in the financial planning and banking sector since 1999.

My qualifications include Certificate IV in Financial Services, the Advanced Diploma of Financial Planning and a Bachelor of Business degree, majoring in Business Management & Human Resource Management.

In 2014 I also became a Certified Financial Planner (CFP).

I enjoy bringing value to my clients so they can achieve their financial goals and lifestyle objectives.

I'm incredibly passionate about what I do.

Call me for a free initial consultation.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Cashflow & Income
  • Socially Responsible
  • Tax Strategies
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

There is no charge for the initial meeting. Following this meeting I will send you a proposal outlining the fee to prepare a Statement of Advice (SOA). Ongoing fees are dependent on the services required - these will be outlined in your SOA.

I charge fixed dollar fees for the services provided.

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 5.00
  • Number of reviews 6
  • First year providing advice 2010
  • Years of experience 14
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

PSK Private Wealth

Enterprise 1, Suite 4, Ground Floor, Innovation Campus - Squires way
North Wollongong, NSW 2500

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Psk Advisory Services Pty Ltd

AFSL 234656