Joe is originally from the Northeast of England and now lives in Perth as a Senior Investment Advisor advisor specialising in UK pension transfers to Australia. His deep knowledge and experience in the field mean he always goes the extra mile when working with his clients.
With over 25 years of experience in financial services, he holds a Diploma of Financial Planning from the UK and an Advanced Diploma of Financial Planning in Australia. Prior to joining the team at Brite Advisors, Joe was a senior manager in UK financial institutions such as Barclays and NatWest Bank.
In his spare time, Joe likes to spend time with his 2 young grandchildren.
- 25+ Years Experience
- Advanced Diploma of Financial Planning
- Devoted Grandfather