Joanna Ryan

Experience

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  ANZ

  Jan 1992 - Jan 1998

  Financial Planning Strategy

  Working on high level projects from incentive & reward system for financial planners; establishment of centralised paraplanning unit; establishment of centralised technical services area

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  Morgan Stanley

  Jan 1994 - Jan 1994

  Summer Intern

  Design & implementation of customer service programs

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  Challenger Limited

  Jan 1998 - Jan 2003

  Financial Services Consultant

  Consulting to leading fund managers - licensing, training, technical advice, industry reform

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  Lumix Wealth

  Jan 2003 - Jan 2023

  Managing Director

  Lumix Wealth, a boutique financial planning consultancy with tailored services for professional women and business owners, has recently been merged with Advise Wise. Our customer value proposition underpins every aspect of our advice process:• We focus on women, not just finances. • We understand women because we are women.• We support women to achieve their financial goals. • We help women believe they can do it – because they can. • When you know better, you do better. Show less

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  Advise Wise

  Mar 2022 - Apr 2023

  Consultant
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  Sydney Community Foundation

  Apr 2024 - now

  Non Executive Director