Qualifications & Memberships
- Master of Financial Planning (MFinPlan)
- Diploma of Financial Planning (Dip FP)
- Fellow Chartered Financial Practitioner (FChFP)
- Diploma of Business Management
- Graduate Australian Institute of Company Directors
- Justice of the Peace
- Financial Advice Association Australia, (FAAA)
- Australian Institute of Company Directors (AICD)
Areas of Expertise
- Personal Risk Insurance & Asset Protection
- Portfolio Management & Construction
- Retirement
- Self Managed Super Fund
- Superannuation
Joleen Atkinson
Senior Client Services Manager
Authorised Representative and Credit Representative of Hillross Financial Services Limited
Joleen is an experienced Planning Administrator with extensive years of knowledge that provides her with a deep understanding of the financial planning advice process. In her role she is responsible for the implementation of the advice presented, liaising with clients, suppliers and colleagues. Joleen plays an important role in supporting advisers and is dedicated to delivering the best outcome for the clients.
“My idea of Financial Freedom: Being able to live the life I want to live without financial worries.”