Lambourne Partners has announced the new appointment of Joel Briggs as Senior Advisor in their Wealth team.
Director of Lambourne Partners Wealth, Kurt Purkiss said Joel’s expertise across a range of sectors will be beneficial to the overarching services provided by Lambourne.
“Lambourne Partners is extremely pleased to have someone with Joel’s retirement planning, aged care advice, defined benefit superannuation and wealth management experience joining the team,” Kurt said.
“Joel’s appointment will strengthen our existing team even further and expands on our existing areas of expertise.”
With over 14 years of experience in the wealth and financial planning profession, Joel has held roles as a Senior Financial Advisor across the banking and private sectors and within one of Australia’s most significant superannuation funds.
“I’m excited to be part of the strong team at Lambourne Partners and to continue to assist clients in meeting their financial and retirement goals, as well as navigating through the complexities often involved in the aged care process,” Joel said.
The Lambourne partners wealth team has decades of experience in providing tailored strategic and investment advice to clients through services that include financial planning, wealth creation, and investment portfolio construction.
Joel’s skillset will enhance the teams long-standing and proven ability to meet and exceed client expectations.
He adds another service to Lambourne Partners Wealth’s existing services with his exceptional experience in financial advice, specifically around the complex area of aged care advice.
“Joel exemplifies our core values and is a great addition to the Lambourne Partners team. His continued ability to exceed his clients’ expectations regarding retirement planning, defined benefit advice, and aged care advice is unrivalled,” Kurt said.
“With the financial planning and wealth management sector continuing to change and evolve day by day, we at Lambourne Partners Wealth continue to evolve by growing our service offering with the expertise required to meet our client needs. I am excited to introduce Joel and his expertise to our clients and the community.”
Joel’s qualifications include a Bachelor of Finance, Certified Financial Planner, Diploma of Financial Services, Advanced Diploma of Financial Services, and Member of Financial Planning Association of Australia.
He commenced his role this month and will add further expertise around aged care, Centrelink, and defined befits schemes to Lambourne Partners Wealth’s already extensive service offering.
IMAGE | New Senior Advisor of Lambourne Partners Wealth division, Joel Briggs.
Lambourne Partners has been providing trusted financial and wealth management advice for the past 36 years. They are a full-service progressive agency of 40 professional advisers and support staff who offer accounting, taxation, business advisory services, business valuations, audit and assurance, financial planning and self-managed superannuation solutions to small/medium businesses and individual clients.