Joanna Robin Ryan – Financial Adviser

Adviser identifying number: 239873
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2004

Name of the licence holder: FINANCIAL WISDOM LIMITED
Licence number: 231138
Licensee’s ABN: 70006646108

The date the Financial Adviser commenced the appointment: 28/06/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: FINANCIAL WISDOM LIMITED
Authorised Representative identifying number: 231138
Authorised Representative’s ABN: 70006646108

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Contact phone number:
Working hours:

Relevant qualifications and training:

  • Bachelor of Economics – Sydney University
  • Graduate Diploma of Applied Finance and Investment – Kaplan Professional (formerly FINSIA)
  • Graduate Diploma of Financial Planning – Kaplan Professional (formerly FINSIA)
  • Master of Commerce – University of New South Wales

Relevant memberships of professional bodies or industry associations:

  • Financial Planning Association (FPA) – Certified Financial Planner
  • Financial Services Institute of Australia (FINSIA)

Joanna Robin Ryan is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Government Debentures, Stocks or Bonds
  • Life Products / Investment Life Insurance Products
  • Life Products / Life Risk Insurance Products
  • Managed Investment Schemes / Managed Investment Schemes, including IDPS
  • Retirement Savings Account Products
  • Securities
  • Superannuation
  • Margin Lending Facility / Standard Margin Lending Facility