Who we are

Joel Xuereb, Managing Director brings in excess of 16 years experience providing Financial Planning to a variety of individuals. Joel is fully qualified with a Graduate Diploma in Applied Finance, a Diploma in Australian Tax Law, an Advanced Diploma in Financial Services, a Diploma in Financial Markets and Investments and is also an accredited Self Managed Super Fund specialist. Importantly, Joel is continually adding to his professional development by advancing his education through ongoing tertiary studies and industry/market analysis in order to continually provide his clients the best advice possible. Joel is also humbled by the loyalty he enjoys with a substantial number of satisfied clients.

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Jessica Waller, Director has been involved in the provision of financial advice for over 10 years. She holds a Bachelor of Economics and an Advanced Diploma in Financial Services. Jessica maintains a high level of enthusiasm with providing proactive advice. By gaining a thorough understanding her clients’ personal circumstances and ambitions, she is able to provide tailored strategies to deliver financial certainty and empowerment.

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Cynthia Hay, Financial Planning Assistant assists Joel and Jessica in the growing and developing operations of the office. Cynthia has several years of experience working in the financial planning industry as well as numerous commendations from past clients she has worked with. Cynthia also has an array of interesting extra curricular activities outside the office including ballet and learning Gaelic.