Joel McSweeney

Joel’s role consists of implementing and managing the operational side of clients’ financial plans, and working closely with advisors to provide their goals in a timely and efficient manner. Joel is driven by his passion to support clients in achieving their own financial freedom. 

With previous experience working in retail and the hospitality sector, Joel has gained the valuable and necessary skills in client communication, maintaining efficiency, and being able to manage multiple processes to meet the desired outcome. 

Joel’s free time is spent with a broad range of activities, from beach days with friends to listening to the latest music albums. From an Italian background also comes the vast amount of family lunches and a strong passion for anything related to soccer, having played for 10 years.