Sandra Joe, Adviser

Sandra Joe


Certified Financial Planner (CFP) Advanced Diploma of Financial Planning, Monarch Institute Bachelor of Commerce, Royal Roads University

Since moving to Australia from Canada, Sandra’s goal is to reduce the social stigma around money and positively impact as many lives as possible.

For Sandra, the drive to help others reach their goals is in her blood, with both her mother and brother working as advisers back in Canada.

Having travelled the world as a scuba diving instructor, Sandra is a big believer in the importance of living her Good Life.

Her holistic approach to financial advice means she’s able to impact her client’s overall wellbeing – rather than just their financial situation.

You can usually find Sandra at the gym, trying out all the food and wine Melbourne has to offer, or walking her dog, Meeka.

Meet the team