Having previously headed up the Wills, Estate and Legacies division of Macpherson Kelley’s Private Client team in Victoria, Jo has been instrumental in setting up and manages the firm’s philanthropic and community engagement endeavours.
As a Certified Legacy Advisor, Jo draws from her Estate Planning experience, skills and passion to provide guidance to clients who wish to create their own philanthropic strategy. In collaboration with clients and referrers, Jo assists in developing a philanthropic mission statement that aligns with the client’s individual passions and values and providing an appropriate platform for their future giving.
"My vision is for everyone to have a chance to tell their story and to leave a lasting legacy not just measured by dollars in the bank but also the values by which they have lived their lives."
Victorian metal manufacturer – assisted in establishing a charitable trust to assist giving back to the local community.
Senior executive of international metal manufacturing company (ongoing) – establishing a charitable family foundation to address causes the family is interested in, in a meaningful way.
Master of Social Investment and Philanthropy, Swinburne University of Technology
Bachelor of Laws, Monash University
Graduate Diploma Financial Planning, Securities Institute of Australia
Graduate Diploma Applied Finance and Investment, Securities Institute of Australia
Fellow Finsia, Securities Institute of Australia
Certified Legacy Advisor, Sunbridge Group, USA
Member, STEP (Society Trust and Estate Practitioners Global organisation)
- Estate/Succession Planning
- Philanthropic and Legacy planning