Joseph Hoe Fcpa Ssa™Cfp® Email & Phone Number

Osborne Park, Perth

I offer strategic and comprehensive financial planning, retirement & superannuation advice by providing tailored solutions to you. I will work closely with you to identify opportunities by developing and delivering strategies that will assist you in meeting your financial goals. In summary, I continually strive to make a profound, positive difference in the lives of everyday Australians. Due to my experience, I possess the following:☆Proven track record in business origination☆Gravitas to engage and influence sophisticated clients and investors☆Deep knowledge and proven experience in financial/professional services☆A passion for delivering outstanding client outcomes☆High levels of emotional intelligence☆Well established network of referral sources☆Lead and mentor junior team members while fostering a productive team culture☆Run seminars and workshop presentations with corporate partners ☆Build effective relationships with referral partners and work succesfully to ensure consistent lead generation☆ Great attitude and enthusiastic team player☆ Excellent organisational and time management skills☆ Currently registered on the Financial Advice Register☆Expert experience with Xplan, and proficiency across MS Office Suite (excel, word, etc)Some of the my commercial advice experience include:Advising to high net worth, sophisticated clients with complex needs Business insuranceSuperannuation, including Self managed superannuation funds (SMSF)Taxation managementRetirement planningMy goal is to ensure personalised financial advice is provided in your best interest. I have a natural flair for engagement with professional and successful clients. My 25+ years experience will be able to show proven strong and enduring relationships with clients.In addition, being an equity partner, I manage a team of 5 and is part of the leadership team.Call: ✆ 0403 172 882 Email: ✉ joseph.hoe@wealthwise.com.au Visit: ☛ www.wealthwise.com.au

Perth, Western Australia, Australia

Midlas is a not-for-profit community legal centre based in Midland that provides financial counselling, tenancy advocacy, disability advocacy including Royal Commission, a limited legal service including family law and related criminal compensation, and disability discrimination, and emergency relief to people throughout the North East Metro region of Perth. Supporting people in our community for over three decades, Midlas has a long-standing strong commitment to improving lives and building resilience.

Perth, Australia

The Association acts as the State Award Office for the Duke of Edinburgh Award under a License with the National Award Authority and with the assistance of our volunteer network, supports over 3,000 young people annually.With a change of name in 2018 from The Duke of Edinburgh’s Award in Australia (WA Division) Inc. to Awards WA Inc., the Association introduced a new award program – the Ignite Award: a challenging program of discovery for young people aged 10 – 14 years old.The Duke of Edinburgh’s International Award is the world’s leading achievement award for young people. Bringing together practical experiences and life skills to create committed global citizens and equipping young people for life.The Award operates in over 140 countries around the world and to date, over 8 million young people have started their Award since commencing in 1956.

Growth & Innovation

Aresty Institute of Executive Education This residential course espouses blended learning methodology which is designed to engage you.

Masters, Tax (With Distinction), Distinction

Activities and Societies: Pro bono consulting and volunteeringThe Master of Taxation includes an in-depth examination of taxation.

Commerce, Major Finance & Accounting; Minor Law

Activities and Societies: Social Secretary of Singapore Student Society

Fpc002B Ethics And Professionalism In Financial Advice, Ethics For Professional Advisers, Successful Completion February 2020

This subject focuses on the ethical and professional obligations of financial advisers through the broad lens of ethical and professional.

Fasea Exam (June 2019), Fin. Advice Regulatory & Legal Reqts, Fin. Advice Construction, Applied Ethical Reasoning & Comm, Pass

Activities and Societies: Operating under a regulated sphere that puts me in a place of delivering an ethical code that puts consumers.

'A' Levels, Business/Managerial Economics

'O' Levels, Accounting And Finance