Jo Smith

Jo Smith is currently the Manager of National Segments Private Clients at Perpetual Limited, a role they have held since 2023. With ten years of experience in Business Banking at Commonwealth Bank, Jo has previously served as an Operations Manager at Jacaranda Financial Planning from 2018 to 2023 and worked in various financial planning roles, including Financial Planner at AMP Horizons Academy and Financial Advisor at Edney Ryan Wealth Management. Jo holds a Master's degree in Financial Planning and Services, a Graduate Diploma in Financial Planning, and a Diploma of Financial Planning, all achieved through Kaplan institutions between 2014 and 2018.