Joel has a long background working as a financial adviser within industry funds. We took this opportunity to open the bonnet into what it’s like being a financial adviser in a space not many financial advisers get exposure to. We also discuss all things defined benefits and some of the unexpected benefits of unlisted assets.
Joel Harty Linkedin: https://www.linkedin.com/in/joel-harty/
Pivot Wealth Website: https://pivotwealth.com.au/
General Disclaimer – https://www.xyadviser.com/disclaimer/