Security of | Life | Assets | Savings

Joe Sundram B.Ec (Hons)

 
Joe Sundram B.Ec (Hons) | [email protected] | Director / Financial Planner - 1246063

Joe has a Bachelor of Economics with Honours, and also holds a Diploma of Financial Services and an Advanced Diploma of Financial Planning. He can provide comprehensive advice on Superannuation, Investment Planning, Retirement Planning, Cash Flow Management, Centrelink Strategies and Personal Insurance needs.

Joe has a passion for forging meaningful connections with his clients and going on the journey with them as their life circumstances and needs evolve over time. He feels it is a privilege to assist clients in meeting their personal and financial goals and objectives.

Joe has a wife and two young kids, and when not spending time with his family or at work he enjoys the ocean, playing music and golf.


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Head Office: Level 13, Corporate Centre One, 2 Corporate Court, Bundall QLD 4217 | T: 1300 557 598 | F: (02) 9921 6999 | E: [email protected]