Joel Briggs – Senior Advisor
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.
Bachelor of Finance, Certified Financial Planner, Diploma of Financial Services, Advanced Diploma of Financial Services, Member of Financial Planning Association of Australia
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.