Joy Wisniewski DipPFS, Cert CII(MP)
Financial Planner and Head of Hartsfield Planning
joy.wisniewski@hartsfield.co.uk
Bristol Office
Professional
Joy has worked in financial services since 2008. She previously worked at Westpac Banking Corporation in Sydney (one of the four big banks in Australia) where she practised within the premium financial services space as an Advanced Financial Planner. Since moving to the UK, Joy has become Level 4 qualified and now looks after both personal and corporate clients as Head of Hartsfield Planning.
Joy is also delighted to have been nominated as a finalist in three categories of the Women in Financial Advice Awards 2020.
Statement of professional standing
All financial planners and advisers must have an up-to-date Statement of Professional Standing (SPS). This shows they are suitably qualified for the position and have carried out the required amount of Continuous Professional Development (CPD).
Qualifications
You can see the qualifications Joy holds by clicking the button below.
Qualifications
Diploma in Regulated Financial Planning – DipPFS
The Level 4 Diploma meets the FCA’s qualification requirements for retail investment advisers, demonstrating core technical knowledge and financial planning capabilities across six core areas.Certificate in Mortgage Advice – Cert CII (MP)
The Level 3 Certificate meets the FCA’s qualification requirements for mortgage advisers. It develops an understanding of the sector and the mortgage process, enabling advisers to meet individual client needs.Certificate in Leadership and Management – ILM
The Level 4 Certificate demonstrates a focus on managing individuals within an organisation and supporting their wellbeing.Diploma of Financial Planning – Kaplan Professional Australia
Demonstrates technical knowledge in investment, taxation, estate and succession planning, and client engagement skills.Advanced Diploma of Financial Planning – Kaplan Professional Australia
Tax Planning and Estate PlanningBachelor of Business – Australian Catholic University
Financial ServicesEXAMS
Financial Services, Regulation and Ethics (R01)
Assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.Investment Principles (R02)
Assesses a knowledge and understanding of investment products and the application of the investment advice process.Personal Taxation (R03)
Assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.Pensions and Retirement Planning (R04)
Assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.Financial Protection (R05)
Assesses a knowledge and understanding of an ability to analyse financial protection planning issues.Financial Planning Practice (R06)
Assesses advisers financial planning capabilities. Tests the practical application of technical knowledge and planning skills already gained, supporting the provision of competent and appropriate advice.Mortgage Advice (CF6)
The objective of this unit is to develop an understanding of the various types of mortgage product and repayment options and the giving of mortgage advice.Accreditations and awards
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