- First Samuel Associate since 2007
- Over 25 years' experience in the financial services industry
- Responsible for all aspects of the successful operation of the business including strategy, operations, financial control, risk & compliance and technology
Joe has over 25 years’ experience in the financial services industry in Australia and the UK and has been an associate at First Samuel since 2007.
He holds a Bachelor degree in Accountancy and Economics and is a Chartered Accountant (Scotland).
Prior to joining First Samuel he was CFO of Plum Financial Services, a leading provider of superannuation administration and investment services to medium to large Australian companies, and part of the NAB Group.
Joe is responsible for all aspects of the successful operation of the business including strategy, operations, financial control, risk & compliance and technology. He is also the Company Secretary.
Joe is married with two teenage girls and enjoys the other oval ball game (union, not league) but otherwise feels very at home in Melbourne.