Provisional Financial Adviser
Joel has around 5 years of experience in Financial Planning and is currently undertaking his full-time Professional Year with Apt Wealth Partners.
He holds a bachelor of Commerce, majoring in Economics and Finance, and a Graduate Diploma in Financial Planning.
As an authorised Representative of Apt Wealth Partners Pty Ltd (Apt Wealth Partners) and Provisional Financial Adviser registered with ASIC, Joel is able to assist clients in the following areas, but only under supervision of a fully qualified authorised representative of Apt Wealth Partners.