Joel is a senior financial adviser with over two decades of experience in the financial services industry, having held senior positions at Macquarie, UBS, and Commonwealth Bank.
Joel is dedicated to working closely with clients, leveraging his extensive insight and experience to provide clear, strategic direction. His primary focus is on delivering tailored wealth management and investment strategies that aim for long-term, stable returns, ensuring clients achieve their financial goals.
Joel has a Bachelor of Commerce from the University of Queensland, a Graduate Diploma in Applied Finance and Investment from FINSIA, and he is a Certified Financial Planner (CFP).
