Joe is an Associate Investment Adviser at LGT Wealth Management and works closely with Partner and Investment Adviser Martin Dimond to advise high-net-worth individuals and not-for-profit organisations. He is highly skilled in building tailored investment strategies for clients and is committed to delivering a high standard of professionalism and client service. An active investor from an early age, Joe has maintained a long-standing passion for financial markets and economics, which underpins his approach to advising clients.
Prior to joining LGT Crestone in 2022, Joe worked at a boutique asset management firm, where he developed a strong foundation in investing and client service. He holds a Bachelor of Business with Distinction from the University of Technology Sydney and is RG 146 accredited.
