Joe is a Certified Financial Planner and an Aged Care and Self Managed Superannuation Fund specialist. Joe is the principal of Progressive Financial Solutions and has been providing personalised financial planning advice to clients for over 20 years.
Advice includes retirement planning, wealth creation, debt management, superannuation including self-managed superannuation fund, insurances and aged care.
Joe is committed to helping clients meet their long term financial goals and aspirations.
He passionately enjoys horse racing, golf, dancing and spending time with his family and friends.
My fees
I offer a free initial consultation for potential new clients.
Get in touch
At a glance
- Adviser status Silver
- First year providing advice 2005
- Years of experience 19
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Highest qualification
- Associate Diploma of Business Accounting
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Language spoken
- English
Progressive Financial Solutions Pty Ltd
52 Lothian StreetNorth Melbourne, VIC 3051
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
Licensed by
Alliance Wealth Pty Ltd
AFSL 449221