Summary

I have been in the financial services industry since 1998 & I specialise in superannuation (including SMSF), investment and retirement planning. My passion is in educating and empowering my clients to make smarter financial decisions and decisive actions to pursue their passions and a successful lifestyle. Joseph holds a Bachelor of Commerce degree & a Master of Taxation from Curtin University of Technology in Western Australia. He is a Senior Fellow member of the Financial Services Institute of Australasia (FINSIA) and Fellow member of the Australian Institute of Management and CPA Australia. He is also a SMSF Specialist recognised by the SMSF Association & is a CERTIFIED FINANCIAL PLANNER® practitioner. Joseph is one of the trustees for Future2, the charity Foundation of the Australian Financial Planning Association, and also currently serves as a board member for the Duke of Edinburgh’s International Award. In recognition of his pro-bono work, Joseph was the WA winner of the FPA’s Future2 Community Service Award 2014 and the WA winner of the AFA’s Excellence in Education Award 2015. Also, I am the Money Management’s National Financial Planner of the Year 2016.