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Joel Briggs

Joel Briggs – Senior Advisor
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EXPERIENCE
Over 14 years’ experience in the financial services industry, with the majority of this time as a Senior Financial Advisor across both the banking and private sectors as well as within one of Australia’s largest superannuation funds.

KEY QUALIFICATIONS
Bachelor of Finance, Certified Financial Planner, Diploma of Financial Services, Advanced Diploma of Financial Services, Member of Financial Planning Association of Australia

SPECIALISES IN
Providing clients holistic financial advice with a specific focus around retirement planning, aged care advice, Centrelink and superannuation, including defined benefit schemes.

GETS A BUZZ FROM
Creating long-lasting relationships and educating clients to help them achieve their financial goals. There are many complexities involved in retirement planning, superannuation and investing, and it’s great to help simplify this process and ensure people are taking the optimum opportunities to live their best lives.

AT WEEKENDS YOU MAY FIND HIM
Spending time with his wife and two kids firstly. Outside of this, being a keen runner and mountain biker often outdoors in the many fantastic trails around Newcastle or cheering on his beloved Penrith Panthers in the Rugby League.

Joel Briggs

CONTACT ABE

To discuss Joel’s services, contact us below or by phone or email and he’ll get in touch promptly.

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Contact Us

Please feel free to reach out to us at any time. Call or use the convenient email link below to submit your questions or book a complimentary assessment.
NEWCASTLE

Level 1, 56 Hudson Street
Hamilton NSW 2303
Google Map

Office (02) 4969 6600
Fax (02) 4969 6655
info@lambourne.com.au

SYDNEY

Level 25, Aurora Place
88 Phillip Street, SYDNEY NSW 2000
Google Map

Office (02) 8313 7071
Fax (02) 4969 6655
info@lambourne.com.au

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