Provides an integrated package for all your financial needs.
Position:Partner – Senior Financial Adviser
Member of:NTAA, IPA, AFA, SMSFA, CPA, TBP.
Phone:(07) 3608 6800
A Wealth of Experience in Financial Services
After 25 years as the principal of his own financial planning practice in Country NSW Joel has joined the Vault family as a practice partner specialising as a Financial Adviser / Planner.
Joel comes to Vault with a wealth of experience in financial services that sets him head and shoulders above the competition. Being able to provide that rare skill set of financial planning, taxation, accounting, and advisory services which enables Joel to provide an integrated package for all your financial needs.
Joel is somewhat overqualified having a Bachelor of Financial Administration, Diploma of Financial Planning, Certified Financial Planner, Master of Business Administration, Graduate Cert(s) in Financial Planning and Project Management. He continues his studies with a second master’s in professional accounting at Griffith University and is completing his supplementary qualification with his Certified Practicing Accountant certification.
Joel brings all his knowledge and experience and dedicates it to your best interest.
If you want the highest standards of advice, book a time today with Joel to discuss how we can assist you meet your financial goals.