Joe began his career in finance on a stock lending desk in London, 2007 before returning home to complete his master’s degree and continue his career as a derivatives trader in Sydney. During this time, he developed a passion for financial planning which led to a career change and roles at larger institutions as a financial planner. In order to best serve his clients, Joe recognised he and his clients needed the flexibility of a boutique firm, so joined the team at Cloudbreak Wealth. After experiencing the highs and the lows of the markets over the past 14 years, as well as working closely with wealth accumulators, pre-retirees and retirees alike, Joe is proud to be a part of the Cloudbreak Wealth team. Joe takes great pride in assisting clients in achieving their goals, navigating them through their financial lives, and providing them with the highly personalised service that each client deserves.
Expertise
My fees
At a glance
- Adviser status Bronze
- First year providing advice 2015
- Years of experience 9
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Highest qualification
- Master of Applied Finance (Investing)
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Language spoken
- English
Cloudbreak Wealth
Suite 3, 125 Terralong StKiama, NSW 2533
Opening hours
- 9:00am – 6:00pm Monday – Friday
Licensed by
PGW Financial Services Pty Ltd
AFSL 384713