Joanne is currently responsible for the Business Development. She previously managed the trust portfolio and investment holding companies held under these structures. She undertook an extensive review of these investment portfolios and worked closely with regulated IFA’s and private banks to proactively seek enhanced investment solutions, and monitor investment performance on an ongoing basis.
Having graduated from Cardiff University with a B.Sc (Hons) degree in Business Administration and French in 2001, she has 15 years’ experience in the financial services industry, 8 of which were spent working as a Financial Adviser for Lloyds Bank in the UK. In 2006 she was approved by the Financial Services Authority (FSA) to perform a controlled function as a trainee Investment Adviser and, after intensive training was awarded Competent Adviser Status in line with FSA requirements in 2007.
Relocating back to Gibraltar in 2013, she joined Totus Consulting Limited, and took the opportunity to extend her financial knowledge to the offshore financial services industry, including QROPS, QNUPS, international pensions and offshore life bonds, amongst other products and international structures.
Joanne is full qualified to UK RDR standards, having successfully completed the Level 4 diploma of Financial Advisers in 2011. Although not acting in an advisory capacity in this role at Abacus, it does mean she is well placed to understand the technical aspects of pension and investment advice, application and administration. She can add value to the supervision and review of the financial advice procured and will be a member of the Investment Committee, assisting the trustees and the pension team in the competent and successful delivery of this pension service.
Joanne has also obtained the Chartered Insurance Institute Pensions Administration exam.
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