Financial Adviser · EAST MAITLAND, NSW

Joanne Scholz

EAST MAITLAND, NSW

13 Years experience

Tax advice
authorised

ASIC Registered · ADV 000431881

Currently at

Tassell Financial Planning

Bundall, QLD (firm address)

View firm profile

Joanne Scholz is a financial adviser based in East Maitland, New South Wales, with 13 years of experience in the financial services industry since 2013. Joanne is currently authorised under Alliance Wealth, operating through Tassell Financial Planning. Joanne holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Joanne's qualifications include a Graduate Diploma of Financial Planning from Kaplan Higher Education. Joanne is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Government Bonds

Restrictions: Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF.

Authorised to provide tax financial advice services

Qualifications and Training

2012

Diploma of Financial Services (Financial Planning)

Kaplan Professional

2020

Accredited Aged Care Professional Program

Aged Care Steps

2022

Tax for Financial Advising Course (TFAv1)

Kaplan Professional

2025

Graduate Diploma of Financial Planning

Kaplan Higher Education

Registration History

Alliance Wealth Pty Ltd

Dec 2022 - Present Current

Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF.

Akumin Financial Planning Pty Limited

Dec 2012 - Jun 2021 Ceased

Source: ASIC Financial Advisers Register