Joel Perryman

A career-changer and previous business owner, Joel brings a diverse skill set and a client-first approach. He thrives on helping people take control of their financial future, blending technical knowledge with genuine care, his sense of travel and understanding deeply his clients goals and values.

Outside of work, Joel is a devoted husband and dad, a passionate Richmond Tigers supporter, and a self-confessed all-round nerd. Whether on the field, in the office, or at home, Joel brings energy, empathy, and enthusiasm to everything he does.

Looking for an adviser, Joel can help you with the following;

Retirement Planning and living out the best of your "Golden Years." Insurance and Risk Planning - For those looking to Protect their family and make sure they will be okay financially. Life Planning - For those your professionals who are looking to get an edge to build their best life!

As Chair of the Emerging Professionals Committee and a 2025 finalist for the prestigious Tony Munday Award, Joel is recognised for his leadership, fresh perspective, and commitment to empowering the next generation of advisers.