Centric Wealth

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Jo Potts


Jo has been in the financial services industry since 2007. Jo holds a Bachelor of Commerce with a major in Accounting and Finance, Graduate Diploma of Applied Finance with a major in Financial Planning and is also a CERTIFIED FINANCIAL PLANNER® professional and SMSF Specialist Advisor™.

Educational qualifications and Professional Memberships

  • CERTIFIED FINANCIAL PLANNER® professional
  • SMSF Specialist Advisor™
  • Bachelor of Commerce (Accounting and Finance)
  • Graduate Diploma of Applied Finance (Financial Planning)
        
Contact Jo
(02) 9250 6500
 email Jo


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