Jo Brassett

Insurance Advisory Service (NSW) Pty Ltd

Gold

15 Yrs Experience

North Sydney, NSW 2060

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With more than 20 years experience in professional services and 10 years in the insurance industry, Jo has a wealth of experience and knowledge across a broad range of business disciplines.

Currently responsible for client acquisition and retention at Insurance Advisory Service, Jo is renowned for her quick thinking and strong skills in identifying needs and customising solutions.

Having worked overseas for a number of boutique and cutting-edge organisations, Jo is adept at managing teams, driving strategy and achieving win-win outcomes.

Superannuation
Insurance Protection
Retirement & Pension
Shares & Investments
Cashflow & Income
Socially Responsible
Small Business Advice
Tax Strategies
Growing Assets

The IAS Client Journey has an initial focus meeting, scope of work, strategy session, authority to proceed, implementation, on track coaching sessions and an annual refocus and re setting of goals. We have the focus meeting so we can set the scope of work and then cost out the services that are suitable to each person.

5.00 December 2024

Thank you Jo and team for your fast and efficient handling of my recent insurance claim. Your thoughtfulness and gift of the dinner vouchers was very appreciated.

5.00 December 2024

Insurance Advisory Service has looked my affairs both business and my personal matters for the past 35 years. I find their service professional, good value and informative. I would recommend their service anyone looking good quality service. Positive: Professionalism.

5.00 December 2024

For 20 years, I received professional and knowledgeable advice for my life insurance policies from 'Insurance Advisory Service.' I highly recommend Jo, Doug, Maureen, Leah, and the team for their expertise and professionalism.

5.00 December 2024

IAS did an excellent job of restructuring my insurance regime to reduce my monthly payments by about half.

5.00 December 2024

My relationship with the team at Insurance Advisory Service goes way back. I cannot fault their service, their dedication to their clients is outstanding and I have always trusted that they have our best interest at heart. Thanks Jo, Doug, Maureen, Leah and the team, you're the best!