Joel is a principal and founding shareholder of Evans Rossouw & Young and a director of Evaro Wealth Partners. He has been providing financial advice to clients since 2001.

 

He started his career working as a Chartered Accountant before joining a Sydney-based financial services group as a financial adviser. He then worked as a senior client adviser in Hong Kong for a number of years, specialising in wealth creation and tax-effective strategies for Australian expatriates. Before starting the new firm with Daniel Rossouw and Derek Young, he worked as a private client adviser for a major Australian banking group where he focused on financial planning strategies for a range of affluent clients.

 

Joel is a Certified Financial Planner® and is a member of the Financial Planning Association (FPA) as well as the Institute of Chartered Accountants. 

 

He is passionate about ensuring that all his clients’ goals are achieved. He achieves this through providing considered and timely holistic advice that is always relevant to his clients’ evolving needs and circumstances.