Chartered Financial Planner
Joe joined Forrester Boyd Wealth Management in 2007 as an administrator/trainee paraplanner. In his early years, he would provide administrative support for the adviser team, which then progressed to research and report writing.
He qualified as an adviser in 2011 and continued taking the Advanced Diploma examinations, which are required to achieve Chartered status.
Joe enjoys working with individuals, whether they are growing their funds, drawing from their assets, running their own business, or looking to tie everything together in a financial plan for the long term.