Joel leads a community of like-minded advice professionals with a collegiate approach and genuine desire to provide the best possible services for advisers and clients. As Managing Director of Fortnum Financial Advisers, Joel is responsible for the overall performance of the dealer-group, maintaining relationships with existing practices and recruiting new practices to the group.
Joel is a small business growth specialist with 15 years of financial services experience. He has worked with more than 100 financial planning practices through start-up, growth and succession and has a deep knowledge of a range of business models and approaches.
Joel holds an Advanced Diploma of Financial Services (Financial Planning) and a Degree in Business (majoring in Marketing).
Outside of work Joel enjoys long distance running and watching all forms of Australian sport.