Our Team

Jo Sheldrick

Jo Sheldrick

Jo is a natural organiser and is always looking for ways to improve on efficiency.  Jo has over 20 years of financial planning industry experience, so she understands both advisers’ and clients’ needs and is passionate about helping people.

With her friendly and cheerful personality, she likes to have a good laugh and can be a bit cheeky when she thinks the advisers are getting a bit too serious.

Jo enjoys landscaping, gardening, and doing home improvements with her husband.   As well as taking the dog for walks in the bush, she also loves reading fiction books to escape. Jo is also the typical footy mum, doing the training runs and cheering her kids play sport on the weekends (much to their embarrassment).

Matthew Ross

Director and Independent Financial Adviser

This entry was posted in . Bookmark the permalink.