Foundation, Philanthropy + Community Engagement

Jo Hastings
About Me
Having previously headed up the Wills, Estate and Legacies division of Macpherson Kelley’s Private Client team in Victoria, Jo has been instrumental in setting up and manages the firm’s philanthropic and community engagement endeavours.

As a Certified Legacy Advisor, Jo draws from her Estate Planning experience, skills and passion to provide guidance to clients who wish to create their own philanthropic strategy. In collaboration with clients and referrers, Jo assists in developing a philanthropic mission statement that aligns with the client’s individual passions and values and providing an appropriate platform for their future giving.
Link To Corporate Profile
Education
Master of Social Investment and Philanthropy, Swinburne University of Technology
Bachelor of Laws, Monash University
Graduate Diploma Financial Planning, Securities Institute of Australia
Graduate Diploma Applied Finance and Investment, Securities Institute of Australia
Professional Associations
Fellow Finsia, Securities Institute of Australia
Certified Legacy Advisor, Sunbridge Group, USA
Member, STEP (Society Trust and Estate Practitioners Global organisation)
Published Articles
Languages Spoken
English

Practice Areas

Family Law
Private Client

Multilaw Roles

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Multilaw Contact Partner
No
Firm:
Macpherson Kelley
Office Address:
40-42 Scott Street
Dandenong, VIC 3175
AUSTRALIA
Tel:
+61 3 9794 2600
Fax:
+61 3 9794 2500
Work phone:
+61 3 9794 2600
Mobile Number:
 

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