Joel has a Advanced Diploma of Financial Services (Financial Planning). His strengths lie in his ability to give his clients confidence in their financial decision making process. Joel’s approach to providing quality advice is logical, structured and organised which helps to create clear options for his clients and puts them in control of what they can achieve.
Joel’s love of travel and his depth of communication skills come from working in the Travel and Tourism industry prior to embarking on a career in financial planning. It was inevitable for Joel to follow in his father’s footsteps in the continuity of the business over the long term. Joel started working in the financial services industry in 2003 under his father’s guidance and this has continued up until this day. His involvement in the business has been from the ground up, working in the back office in a supportive client service role, as a technical strategist writing financial plans and finally becoming a fully-fledged adviser in 2004. His expertise is in wealth creation, insurance risk advice, superannuation and retirement planning.
Joel’s clients find his thoughtfulness and sincerity an important quality in their financial adviser. They know that Joel is always looking out for their best interest and is pro-active in the advice he provides. He is professional to deal with and yet can explain complicated concepts in a manner that makes it easy to grasp the real benefits behind the advice.
Joel’s strengths lie in relating to people. Whether he is dealing with clients that are starting to build their financial nest egg or those who are planning for their retirement, Joel engages with them in a way that relates to their individual personalities and situation.
The services I can provide:
- Wealth Creation
- Financial Planning
- Investment Planning
- Retirement Planning
- Superannuation And Rollovers
- Life and Disability Insurance
- Estate Planning
- Portfolio and Insurance Reviews
- Margin Lending and Gearing
The products I can advise you on:
- Life Insurance
- Managed Investments (including Investor Directed Portfolio Services)
- Deposit Products
- Retirement Savings Accounts
- Government Bonds
- Margin Lending
My education qualifications and experience:
- Diploma of Financial Services (Financial Planning) – Kings International College, February 2004
- Advanced Diploma of Financial Services (Financial Planning) – Kaplan, July 2008
- Certificate IV in Finance & Mortgage Broking – Kaplan, September 2012