Joseph Hoe - BCom, CPA, MTax
CERTIFIED FINANCIAL PLANNER ™

Joseph has been in the financial services industry since 1998 in accounting, tax and financial planning roles. He holds a Bachelor of Commerce from the University of Western Australia and a Master of Tax from the Curtin University of Technology. He is also a Certified Financial Planner member of the Financial Planning Association (FPA) and a Certified Practising Accountant member of the CPA Australia.

Joseph has a strong customer service focus, which extends to the ongoing service and care given to his clients. He has a sound technical knowledge and has strong attention to detail. He is able to present concepts and products in a simple, straightforward and competent manner. He prides himself on providing personalised ongoing service, with an affable and relaxed style. His objective is to allow clients to feel relaxed and comfortable, delivering a high level of client satisfaction.