Joanna McCreery

BEc, CFP

With 18 years’ experience in the finance industry, Joanna offers her clients a wealth of knowledge.

Joanna spent 11 years in Macquarie Bank’s funds management business, working with wholesale clients (such as superannuation funds and Government entities). In 2005, she left to become a financial adviser. Her second child was born that year.

During her career at Macquarie Bank, Joanna worked closely with company, industry and Government superannuation funds in her New Business Development and Client Account Director roles. With client responsibilities around Australia, her list of clients included the $1 billion Motor Traders Superannuation Fund, the $6 billion South Australian Government employees superannuation fund and the Amcor Superannuation Fund.

As an adviser, Joanna finds it extremely rewarding to work closely with her clients to discover their lifestyle wants and financial needs. She enjoys working through the unique situation and challenges of each client and determining how to help them achieve their goals.

Prior to forming Majella Wealth Advisers in 2006, Joanna gained financial planning experience with Godfrey Pembroke and Strategic Wealth Solutions.

Joanna’s ongoing pursuit of investment knowledge, coupled with over thirteen years’ experience in financial markets, makes her a valuable asset to her clients.