Jo-Ellen Knight - Director
After more than 20 years experience in finance, business, accounting and tax, in both industry and public practice, Jo still thoroughly enjoys working closely with her clients and the challenges that brings.
Jo holds a Bachelor of Commerce with majors in both accounting and finance and completed her professional qualifications obtaining her Certified Practising Accountants (CPA) certificate. She marks CPA Program student exams for CPA Australia on a regular basis. She is also a registered tax agent and holds a Public Practice Certificate.
Working in the banking industry, Jo gained valuable finance, business and accounting experience working directly with clients, providing solutions to their personal and business financial needs. From here she moved into public practice, spending many years working for a large, second tier accounting firm providing accounting, business and tax services to a wide portfolio of business, investor and individual clients.
Prior to joining Aqua Gold, Jo was a client manager for a highly regarded firm, providing private business services, investment, superannuation and tax advice to individual high net worth clients, the medical and legal professions and small business.
Jo's success can be attributed to her ability to quickly develop an affinity with her clients, who find her approachability, understanding of their issues and problem solving skills invaluable. She works hard to achieve the best outcome for every client. Whether preparing simple tax returns or complex tax advice, her attentiveness, responsiveness and ability to listen and provide practical advice, is the reason why her client relationships are so enduring.
Jo strives to ensure that integrated planning brings about long term wealth accumulation, protection and transition to the next generation. Investment strategies, estate planning and the ever-changing landscape of superannuation are areas in which Jo loves to get involved, developing the most effective tax strategies through the different phases of her client's lives.