Founded and operated by the Brassett family for over four decades, Insurance Advisory Service (IAS) is a women-led advisory service specialising in bespoke financial and insurance solutions.
At IAS, our mission transcends numbers β itβs about helping you achieve your goals and protect your legacy. Our clients are businesses, families and individuals β all with their own unique goals and aspirations; we tailor our strategies and holistic advice accordingly. Together, we help you navigate the path to financial well-being and peace of mind.
Jo is the Managing Director of IAS, and a Senior Financial Adviser, Life & Financial Planning and Complaints Manager.
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.
Jo is passionate about people β what makes them unique and how they best work together, ensuring equality and stability for her team. An achiever by nature, she inspires those around her by strategically looking to the future and the possibilities it holds.
Expertise
My fees
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.
Recent reviews
At a glance
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Adviser status
Gold
- Rating
- Number of reviews 11
- First year providing advice 2009
- Years of experience 16
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Highest qualification
- Fellow Chartered Financial Practitioner (FChFP)
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Language spoken
- English
Insurance Advisory Service (NSW) Pty Ltd
Level 3, 273 Alfred StreetNorth Sydney, NSW 2060

Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Insurance Advisory Service (Nsw) Pty Ltd
AFSL 234624
