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.