Fin365
Jo Hall is an experienced professional with a diverse background in financial services and business management. Currently serving as Managing Director at Qwrk since November 2010 and in the role of Customer Success - Projects at Fin365 since February 2023, Jo Hall focuses on data-led transformation to support business growth. Previous positions include Senior Financial Advisor and Director at Super Specialist Advisors from July 2015 to March 2018, and Financial Advisor at Cornerstone Financial Group from October 2001 to June 2015. Jo Hall also held the position of President at Kawana Waters Chamber of Commerce and Industry from September 2010 to September 2013, and worked as a Paraplanner at AMP in 2000-2001. Educational qualifications include studies at Massey University and Kaplan Professional.
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Fin365
Fin365 is an Australian based provider of software applications and accompanying services for the financial services industry. Fin365’s core solution is a business management & client engagement platform built on Microsoft enterprise grade business technologies such as Dynamics 365, Power BI and Azure. Fin365’s value proposition is simple. By delivering a technology centric approach to data management, we help financial services businesses deliver better outcomes to more clients with greater efficiency, resulting in: Better quality financial services delivered more affordably to consumers More profitable businesses for advisers/brokers/accountants Increased flow of funds to product providers Timely, intelligent risk and compliance management