Joel McSweeney

Joel helps individuals and families make confident financial decisions by providing personalised advice tailored to their circumstances and goals. 

Having progressed from Associate to Financial Advisor within the firm, Joel has spent several years working alongside industry leading advisors, in which he has supported the development, implementation, and ongoing management of client advice strategies. Through this experience, he has built a strong technical foundation and gained valuable insight into delivering high-quality financial advice tailored to each client's unique circumstances. 

Joel holds a Bachelor of Commerce with a double major in Finance and Management. Prior to joining the financial advice industry, he worked in retail and hospitality, where he developed strong communication, relationship-building and problem-solving skills that continue to underpin his client-focused approach.

When he's not helping clients achieve their financial goals, Joel enjoys spending time friends, keeping active, beach days, and following soccer, a sport he played for more than 10 years. Coming from an Italian background, family gatherings and long lunches remain a favourite way to spend his weekends.