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Joel Davis

Say Hello to Joel Davis

Joel Davis
Joel Davis

Original, energetic, campaigner

Qualifications

Currently Studying Master of Financial Planning, Bachelor of International Finance Advanced Diploma in Financial Planning, Certificate IV in Mortgage Broking

Adviser Experience

Business succession planning and estate strategies, Complex investment and superannuation/SMSF strategies, Wealth planning involving borrowing and property, Aged care and transition to retirement, Personal insurance advice and cashflow planning.

Book a meeting with Joel and start planning today.

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Joel's Bio

Joel studied international finance at University, upon graduation from such a broad area of study a decision was required about how to use this knowledge to create a career. Being a people person in a world of numbers the solution was easy, Joel was to become a financial planner and help educate and assist clients in organising their financial situations.

Joel Spent 7 years in the bank financial planning environment honing his technical knowledge through retail, commercial and private banking before moving to a firm in Rose Park after 12 months and wanting to offer more choices to clients Joel joined Enva.

Joel provides pro bono financial advice for referrals from the Cancer Council. It was his attention to detail for one such referral that best demonstrates his skill. Joel’s demand for additional benefits hidden within the fine print of the client’s existing policies improved his overall situation in excess of $300,000.

When he isn’t working within Enva Joel enjoys soccer, playing for Pembroke Old Scholars in the Winter and Futsal with the South Australian Futsal League year round. Joel Prides himself on his ability to make complex issues easy to understand.

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Connect With Our Amazing Enva Team

Darren Farley

Financial Adviser, Adelaide

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Michael Baragwanath

Financial Adviser, Adelaide

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Mark Thompson

Financial Adviser, Adelaide

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Anthony Read

Financial Adviser, Queensland

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Mike Burke

Finance Broker, Adelaide

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Joel Davis

Financial Adviser, Adelaide

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Marek Lambert

Advice Support Manager

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Mike Christensen

Wholesale Consultant, Sydney

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Harpinder Chipra

Advice Coordinator, Adelaide

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Janine Towill

Advice Manager, Adelaide

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Larisa Farley

Business Manager, Adelaide

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Ethel Caballero

Administrator, Los Baños

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