Investment Style
Joe prefers to build long term core portfolios and enhance the performance of those portfolios by exploiting trading opportunities as and when they arise. He encourages clients to participate in sub-underwriting and sophisticated investor issues where appropriate. Most importantly, Joe and all Townsville advisors treat every client as a client of this office rather than of a single advisor, ensuring that all clients benefit from the broad range of advisor expertise available here.
Tertiary Education
A.B., Harvard University, 1977
M.B.A., Stanford University, 1981
Industry Experience
Joe has been a client advisor since 1994. A past Branch Manager Joe is now a consultant to the Townsville office. Previously he spent eight years as investment manager and director of Continental Venture Capital Limited (listed on the ASX) and numerous affiliated companies, both listed and unlisted, in Australia and the United States. He is the author of Easy Investing, Abundant Income, first published in 1999 with a second edition released in 2001.
Areas of Interest and Expertise
Joe focuses on the management of major portfolios on behalf of individuals, superannuation funds, discretionary trusts, and non-profit organisations. He takes a special interest in coordinating and optimising client investment structures to ensure that companies, trusts, and private super funds work together for maximum efficiency and deliver maximum possible asset protection.
Remuneration
Salary only. An entity associated with Joe owns part of the company which operates the Townsville business and receives dividends based on the profitability of that business.
ASIC Approved Competencies
• Securities
• Derivatives – Level I
• Derivatives – Level II
• Financial Planning
• Superannuation
• Managed Investments