Director, Fixed Income
T: 03 8668 8821
M: 0428 772 968
Joining FIIG in June 2018, Joseph boasts over 16 years experience in financial and investment markets, working directly with private clients assissting them with growing and maximising their investments. Joseph worked as a Branch Manager and Private Client Adviser with Wilson HTM Investment Group in Brisbane where he coordinated a team of advisers and establishing a new advice office at the Gold Coast. He then joined Commonwealth Private Bank as a Private Wealth Manager where Joseph grew their existing ultra high net worth client base. During his time, he also converted over 85% of referral opportunities into solid advice relationships.
Joseph is currently the Director for Fixed Income for Private Clients in Melbourne at FIIG.