Joel Bones work email
- Valid
Joel Bones personal email
Joel is a Certified Financial Planner, with the FPA, and has completed an Accounting Degree and an Advanced Diploma of Financial Planning. In early 2002 he commenced his career as a cadet with Darcy Kennedy (now Crowe Horwath) and over the following years worked in a number of different roles including Accounting, SMSF Accounting and Para Planning. Joel then progressed to become a Senior Financial Planner and in 2014 was appointed Associate Principal.Joel then went into practice for himself in early 2017 starting IEC Financial Advisory Pty Ltd. Joel specialises in portfolio wealth management and in providing quality strategic and investment advice. His experience covers financial planning, including gearing, managed funds, superannuation, direct equities, life insurance, self managed super funds, super fund borrowing arrangements, centrelink advice and general retirement planning.Joel firmly believes that every client should have a sound plan to achieve their financial and lifestyle goals, and as part of that plan, should have strategies that maximise the opportunities available.In 2012 Joel was named in the Wealth Professional's Top 50 Advisors in Australia, recognising him as a top performer across the industry.Outside of work Joel keeps active with running and playing touch football.
Iec Financial Advisory Pty Ltd
-
DirectorIec Financial Advisory Pty Ltd Jan 2017 - PresentDubbo, Nsw, AustraliaAfter closing a 15 year chapter of his career and having a short break, Joel decided to start IEC Financial Advisory Pty Ltd, in order to offer the market in the Orana region a new boutique service offer focusing on holistic and strategic advice to individuals and business, along with the broader accounting and business services offering of IEC Advisory Pty Ltd.
-
Associate PrincipalCrowe Horwath Australia Feb 2002 - Nov 2016Joel's role included managing investment portfolios for a wide range of clients, from accumulators through to retirees and high net worth individuals (with clients spanning all of NSW, but largelly focused around the central west area). Joel also does one off and ongoing strategic advice for clients, including options around investments, taxation, superannuation, gearing, property structures, personal insurance and Self Managed Superannuation.
Joel Bones Skills
Joel Bones Education Details
-
Distinction
Frequently Asked Questions about Joel Bones
What company does Joel Bones work for?
Joel Bones works for Iec Financial Advisory Pty Ltd
What is Joel Bones's role at the current company?
Joel Bones's current role is Director at IEC Financial Advisory Pty Ltd.
What is Joel Bones's email address?
Joel Bones's email address is jo****@****.com.au
What schools did Joel Bones attend?
Joel Bones attended Charles Sturt University.
What skills is Joel Bones known for?
Joel Bones has skills like Retirement Planning, Strategic Financial Planning, Superannuation, Investments, Wealth Management, Financial Advisory, Portfolio Management, Wealth, Pensions, Finance, Smsf, Retirement.
Not the Joel Bones you were looking for?
-
-
Joel Bones
United States -
Joel Bones Vargas
Melbourne, Fl2newyorklife.com, newyorklife.com -
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial