Jo Fleming
Team Manager, Financial Adviser
Jo Fleming – Team Manager, Financial Adviser
Jo joined Invest Blue in 2023 as a Financial Adviser, bringing more than 30 years of extensive experience in the financial services industry. Prior to this, she successfully operated her own financial planning practice for over 15 years before transitioning to Countrywide Advice. Financial planning has been the cornerstone of her professional career.
Jo is committed to empowering her clients through tailored guidance and education, enabling them to make informed financial and investment decisions. Her approach is underpinned by trust, integrity, and a dedication to delivering the highest level of professionalism.
Beyond her professional life, Jo values quality time with her husband, three children, friends, and extended family. She has a passion for travel and a keen appreciation for fine dining.
Area’s of Specialty
- Risk Insurance strategies
- Wealth Creation strategies
- Retirement planning strategies
- Debt and cash flow management
- Centrelink Advice
- Aged Care Advice
Qualifications and Professional Accreditations
- Fellow Chartered Financial Practitioner (FChFP)
- Advanced Diploma of Financial Services (Financial Planning)
- Diploma of Financial Services (Financial Planning)
- Self-managed Superannuation Funds accreditation.
- Professional Memberships – FAAA
