"I am a highly experienced and qualified Certified Practising Accountant and Certified Financial Planner with 30 years extensive experience in finance, accounting, share and property investing and business management."
Services and specialities
- Portfolio Administration
- Retirement and Estate Planning
- Self-Managed Super Funds
- Stockbroking
- Superannuation Advice
- Wealth Management
Investment Style
Joe has accumulated wealth by property, shares and business investments. His experience in these areas is greatly valued by clients seeking to avoid the pitfalls of learning from their mistakes. Joe enjoys working with clients who wish to maximise their wealth using variety of tax structures like Self Managed Super Funds, family trusts and personal holdings.
Industry Education & Experience
Qualifications
- Bachelor of Commerce, Griffith University, 1992
- Diploma of Financial Planning, Deakin University, 1998
- Diploma of Accountancy, Commercial Education Society, 1982
- Certified Practising Accountant, CPA Australia, 1995
- Ethics and Professionalism in Financial Advice, Kaplan, 2019
Professional Associations
- Australian Society of CPAs
- Financial Advice Association of Australia (FAAA)
Approved Competencies
- Financial Planning
- Generic
- Life Insurance
- Managed Investments
- Margin Lending
- Securities
- Superannuation
I am a partner of Astute Investment Advice Pty Ltd which operates the business of Morgans Financial Limited - Mackay. My employer remunerates me as your adviser by way of percentage of fees. As a shareholder of Astute Investment Advice Pty Ltd, I may be entitled to a share of profits. As a Partner of Astute Investment Advice Pty Ltd, I will be entitled to a share of profits.