Since 1997, Joel has worked closely with the leading private wealth managers of Europe, the UK, and Australasia to improve their clients��" investment experience and their firms��" profitability. Joel has been influential in building knowledge sharing communities for advisors and specializes in offering advisors clarity on their value proposition, insight into the world��"s best practice management techniques, and partnership for building a scalable and profitable wealth management business.

Joel holds a bachelor of business degree in marketing, management, and international business law from the University of Technology, Sydney, and a diploma of financial services in financial planning.