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Joel

Joel Briggs

Financial Planner

Qualifications

  • Bachelor of Finance University of Newcastle
  • Diploma of Financial Services (Financial Planning)


The road to retirement can often be complex with constantly changing needs and legislation. I take great satisfaction in helping guide people through these complexities, and allowing them to meet and often exceed their goals.


Joel has worked in the financial planning industry since 2007 and particularly enjoys some of the technical challenges associated with financial planning. Joel also believes that building long-lasting client relationships is an important part of the role as it helps guide and educate clients so they can achieve their personal and financial goals.

Joel is married and has two twin sons, who keep him very busy when he is away from work. Joel is a keen sportsman who enjoys most sports, particularly cricket and basketball. He is also a long-time supporter of the Penrith Panthers Rugby League Club. Joel was born and raised in Newcastle, and apart from a short break to live in Sydney has lived there all of his life.