Joe O'Loughlin (NLWB)
- CERTIFIED FINANCIAL PLANNER®
- Diploma of Financial Planning
- Bachelor of Education
Complex public sector super funds require sophisticated financial solutions that are easy to understand. I am determined that our clients are afforded that opportunity.
With over 21 years' experience in financial services and more than 12 years as a financial planner, Joe brings with him extensive all round experience and excellent technical expertise. Before joining StatePlus, Joe held senior management positions including regional manager roles in financial services.
With his teaching background, Joe is a strong advocate of education and professional development and has performed varying roles assisting advisers to improve their skills and the quality of their advice. Joe also ensures his team has a client centric approach with an emphasis on developing long-term relationships in order to fully understand clients' needs and issues.
Originally from Hobart, Joe moved to New South Wales after university and has lived on the Central Coast, Newcastle and Sydney. He is married with three children and enjoys music, tennis, golf and sport in general. Joe is also a big fan of the Australian Football League, a Carlton supporter and a Sydney Swans member.