Joe is a seasoned professional with over 25 year’s experience in various industries, ranging from Wealth Management, Finance, Banking and Engineering. His expertise in problem solving and creating bespoke solutions for clients is second to none.
Wealth Arena delivers trusted, tailored and strategic financial advice. With a collective experience that spans over 35 years in Financial Advising, Banking and Client Management, we are here to assist in your Wealth Creation & Preservation journey.
Our aim is to:
■ simplify your financial life with the right plan
■ ensure you make the most of your hard-earnt money to sustain the lifestyle you require now and into the future
■ reduce financial stress
■ create more superannuation
■ provide financial discipline, holding you to account
■ optimise investment allocation to reduce investment risk
■ ensure you are tax smart
■ build a legacy for following generations
■ be your primary financial advisor, and should you have a question about anything pertaining to your finances, we expect to be the first phone call.
Joe has a Bachelor of Engineering with Honours from The University of Melbourne, and Advanced Diploma in Financial Planning and Specialist Self-Managed Super Funds, Direct Equities and Insurance qualifications.
Expertise
My fees
At Wealth Arena we charge a plan preparation fee, implementation fee for setting up the advice, and an annual fee for service.
Your annual fee is determined from a schedule of fees in accordance with the service level you desire. You will receive a quote before committing to production of an advice document and you will know exactly what you will be paying on an annual basis before proceeding.
At a glance
- Adviser status Silver
- First year providing advice 2012
- Years of experience 12
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Highest qualification
- Advanced Diploma of Financial Services (Financial Planning)
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Languages spoken
- English
- Italian
Wealth Arena
540 Derrimut RdTarneit, VIC 3029 Suite 2, Level 8, 140 Bourke Street
Melbourne, VIC 3000 27 Grange Rd
Cheltenham, VIC 3192
Opening hours
- 9:00am – 5:30pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Asvw Financial Services Pty Ltd
AFSL 446176