Joel’s career in finance began in 2012, where he developed a rigorous technical foundation as a Paraplanner before transitioning into a Senior Advisory role. In 2016, Joel established his own practice, focusing on delivering highly personalised, long-term advice to individuals and families across South East Queensland.
Now a core member of the Total Wealth Management team, Joel specialises in the "Pre-Retiree" and "Retiree" life stages. He is passionate about building long-term relationships, taking the time to understand each client's unique "why" so their financial strategy directly supports the life they want to lead. Whether it’s navigating Centrelink maximisation or structuring a tax-effective retirement income, Joel ensures his clients feel secure in their financial future.
