Masters of Financial Planning, BInfTech(Hons)
Meet Joel, your wealth professional whose mission is to help you achieve your future financial goals, whilst ensuring finance isn’t so traumatic you completely ignore it, until it’s too late. Joel has been providing clients with clear, simple and personal financial planning guidance since 2008. His experience includes working at leading commercial bank, alongside providing expert financial guidance at accounting, and financial advisory firms. Joel prides himself on being approachable and enabling his clients to make decisions with confidence.
With a Masters of Financial Planning and a Bachelor in Information Technology, your finances are in safe hands. Joel takes time to keep up to date with the latest regulations and practices by completing at least 40 hours of continuing professional development (CPD) each year, alongside attending industry workshops and events.
His clients come from many different industries and financial circumstances. Whatever your situation, Joel’s ability to provide clear, comprehensive financial advice ensures you are able to reach your financial goals.
Having travelled the world, Joel moved to Cairns in 2012, where he spends his time with his partner and two boys. Not one to stand still for too long, he also volunteers at Digital Inclusions North Queensland to help develop the digital literacy of those who may otherwise be excluded from today’s technology.
Plan for your tomorrow. Today
There’s no time like the present to begin planning for your future. Book your consultation with financial advisers in Cairns to see how we can help.