Summary

Joseph cares deeply about his clients and their families and is an incredibly thoughtful and insightful wealth mentor. Joseph has been in the financial services sector for over 20 years, and has extensive experience in portfolio construction, developing client strategies, superannuation, tax and estate planning. Before joining Lorica Partners, Joseph spent 12 years with the global consulting firm Mercer, primarily as a Principal and Adviser to high net worth clients. He then joined ANZ Private Bank as a Senior Financial Adviser. Having experienced some of the challenges wealth advisers can encounter in large financial organisations, Joseph, who is also a director of Lorica Partners, relishes his role in an environment that allows him to always put his client’s interests first. Joseph is a Director of Lorica Partners.