Accounting & Tax Audit Finance Financial Planning Self Managed Super

Joanna Gullo

Joanna has been a part of the DALEY Financial Planning team since early 2023 and brings a wealth of experience. After 16 years of owning her own business and working as an allied health professional, she made the transition into Financial Advice in 2020.

She has completed a Graduate Diploma and Masters in Financial Planning, is on the Financial Advice Register, and is very much enjoying her chosen career path; eager to provide advice to our DALEY clients on all things Superannuation, Retirement, Investment, and Insurance.

In her spare time, Joanna plays chauffeur to her three children, is treasurer for her local surf lifesaving club, and loves the challenge of a home renovation.

Latest

News

Know the Rules Before You Break Them: Why SMSF Education Matters More Than Ever

Running, or deciding to set up a self-managed super fund (SMSF) gives you control, but it also brin ... read more

Unlocking Tax Savings: Can Your MBA (or Other Studies) Pay Off at Tax Time?

If you’ve invested in further study — an MBA, a leadership course, or a postgraduate qualificat ... read more

Cash is Making a Comeback – Is Your Business Ready to Take It?

For years, businesses have been moving away from cash – and for good reason. Digital payments are ... read more