I have almost 20 years’ experience developing comprehensive financial blueprints to help clients achieve their goals.
Joel is a Financial Planner with Bentleys who began working in the financial planning industry in 2004.
He completed a Master of Financial Planning degree in 2007, and continued his studies, completing designations as a Certified Financial Planner in 2010, and Chartered Tax Adviser in 2012.
Joel’s previous experience includes:
- QInvest (QSuper) – providing financial advice to QSuper members
- ANZ – providing financial advice to Commercial and Agri clients
- NAB – providing business succession and protection advice to individuals, SMSFs and SMEs
- Hayes Knight – providing financial advice to individuals, SMSFs, and SMEs.
Before working as a financial planner, Joel completed a trade as a Baker / Pastry Cook.
Joel works closely with Bentleys’ clients to provide holistic and ongoing financial planning advice. He advises individuals, high net worth clients, business owners, and SMSFs. Joel provides advice based on your goals and objectives, specialising in wealth accumulation / investments, business and personal protection, retirement planning, and estate planning (financial planning / legacy planning).
Joel is a member of the Financial Planning Association and The Tax Institute.