Quality Advice and an Honest and Friendly Atmosphere
Joe has been a financial planner since the start of 2001. He is Sydney based and specialises in providing high quality investment and retirement planning advice for executives and professionals, including self funded retirees and business owners.
He holds numerous tertiary qualifications in Financial Services, including:
· Certified Financial Planner® (CFP)
· SMSF Specialist Advisor™ (SSA)
· Accredited Estate Planning Strategist® (AEPS)
He is one of very few advisers in Australia to hold all three of these qualifications.
Joe’s progress towards becoming one of the country’s top financial planners was recognised by the Financial Planning Association when he was named the national winner of their highly regarded Value of Advice award in 2009.
Joe maintains strong relationships with other professionals, giving his clients access to a network of specialists offering advice in areas such as accounting, tax, insurance, law, estate planning, stock broking, real estate, finance and lending services.
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