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I have been working in financial services for more than 22 years. I specialises in providing sophisticated financial planning strategies to my clients, but also has a keen interest in educating my clients about their financial affairs.
I have strategic expertise in superannuation, investment, risk planning, Centrelink and pre & post retirement issues. I will be your financial partner who balances deep knowledge with deep rapport. I am an adviser who will listen to your individual circumstances and tailor a plan to suit your personal situation, regardless of how turbulent it may be.
My raison d'etre and passion lie in educating and empowering my clients to make smart financial decisions to achieve their financial independence and successful lifestyle & retirement goals. I listen to your personal goals and provide goals-based financial advice which enables you to live the life you want today, while at the same time feeling confident that you will be financially secure tomorrow.
Drawing on my accounting, tax, management and financial planning advice experience, I also provide consultation and aid to a variety of charities and non-profit organisations.
'Philanthropy is the practice of applying assets of knowledge, passion and wealth to bring about constructive change.’
Peter Goldmark, Rockefeller Foundation, 1998
Having little expertise in the world of finance, I have put my trust in Joseph and I feel he has always been upfront and honest with me.
I have always found Joseph to be reliable and dedicated in the service that he has provided to me. I have no issues recommending Joseph to anyone who requires financial advice and services.
joseph is always willing & available at all times in assisting with myself & wife in building our super & getting ready for retirement
Joseph is super dedicated and commutes to his clients and his work. Funny guy with a big heart.
Joseph has a wealth of knowledge across the financial landscape and always ensures he uses this to tailor his advice to help us meet our financial and life goals.
- Adviser status Gold
- Number of reviews 7
- First year providing advice 2000
- Years of experience 23
- Master of Taxation
WealthwiseBuilding C, Suite 2, Level 4, 355 Scarborough Beach Rd
Osborne Park, WA 6017
- 9:00am – 5:00pm Monday – Friday
Fortnum Private Wealth Ltd