Experience

Akambo Financial Group

• Australia
• Financial Services
• 1 - 100 Employee

• Director & Chief Executive Officer (Private Wealth & Licensing for Advisory firms)

  • 2016 - Present

  I take pride in leading a highly capable team in the delivery of investment expertise, investment management advice, retirement planning services, and wealth management support. As the Chief Executive Officer and member of the Board of Directors, I’m proud of the results we have delivered for clients. Private Wealth by Akambo offers a suite of financial solutions that provide individuals tailored advice, so the focus is on obtaining the best outcome for your investments and retirement assets. Private Wealth by Akambo also supports professional practices and their clients to work one-on-one with their own trusted advisor to develop bespoke strategies for wealth management, retirement planning, and investments.We deliver this by committing to:• Leveraging broad expertise, the Akambo team provides guidance and advice that ensures clients can be confident about their financial future.• We enable practices to choose to be fully integrated with Akambo or work as a valued referral partner through Joint Venture Agreements.• We provide tailored, bespoke licensing and advice solutions for Financial Advisors that allows them to provide comprehensive financial advice to their clients including paraplanning support and compliance.► Client Feedback ▬▬▬▬▬▬▬▬ Joe is the most fastidious financial advisor Max and I have ever had the good fortune and pleasure of dealing with. His approach inspires confidence that he researches, challenges and communicates making absolutely certain our needs are met and that we totally understand the process and his rationale for investment advice. His level of professionalism is exemplary and his knowledge is superior which inspires enormous confidence in his proficiency and expertise.Susan & Max Haverfield, Akambo clients

• Director & Chief Executive Officer (APA - Licensing for Accounting Firms)

  • 2016 - Present

  Accountants Private Advice (APA) partners with accounting firms and works to establish them as Authorised Representatives capable of providing their clients with financial advice, investment management advice, and wealth management solutions. APA provides a unique framework which ensures those accounting businesses become one-stop-shops for their clients, enhancing their capabilities and service offerings.For clients, APA offers them the opportunity to receive financial advice direct from the accountant they have known and trusted for years. For accountants, APA provides an effective business model that allows them to become Authorised Representatives and to receive ongoing support, training and assistance to deliver high-quality advice and services to their clients, with minimal administration.APA’s comprehensive support system ensures that accountants have the tools and information they need to provide financial planning solutions with confidence. Ongoing education programs ensure accountants are always up-to-date.► Specialties: ▬▬▬▬▬▬ Business Advisory | Consulting | Solutions Development | Licensing | Business Frameworks | Training | Compliance | Service Delivery | Education | Business Support



BMW Group Financial Services Australia

• Australia
• Financial Services
• 1 - 100 Employee

• Business Finance Manager, Distribution & Retention

  • 2015 - 2016

  Managed finance distribution and retention for BMW across the eastern region of Melbourne. Led dynamic financial services teams and delivered consistently strong results > Managed budgets and business development targets for the group > Oversight of all compliance regulations > Coordinated the delivery of finance and Insurance solutions > Developed and maintained a customer-focused culture among team members. > Maintained a clear understanding of the financial market and relevant economic conditions affecting interest rates, consumer confidence and pricing strategies



Commonwealth Bank

• Australia
• Financial Services
• 700 & Above Employee

• Senior Management, Retail & Premium Banking (Wealth Management)

  • 2006 - 2015

  Served in a range of senior management and advisory roles with responsibility for financial planning, premier banking (wealth management), proprietary lending, and the operation of key retail banking branches and mobile banking throughout Victoria and Tasmania. ► Key Contributions ▬▬▬▬▬▬▬▬▬▬▬▬ > Led large, multidisciplinary teams, driving the delivery of high-quality sales and service outcomes for clients and shareholders. > Provided consistently effective wealth management advisory services and strategy, developing new services and products to meet client requirements. > Led significant organisational changes. > Coordinating risk assessment and management initiatives across a range of operations. > Functioned as a member of senior leadership teams and contributed to strategic planning.