Meet your advisers

Joel has a wealth of experience, having worked for some of Australia's largest superannuation funds as well as start-up businesses. With over fourteen years experience as a financial adviser, he has excellent technical knowledge across superannuation, tax structures, and investment markets. 

Joel's strengths lie in his ability to build relationships whilst also providing technical expertise, enabling him to take clients on the journey to demystify complex money problems. 

Joel hosts Jacaranda's hugely popular talk back radio segments on 2GB & 3AW, where listeners ask the questions about all things super and retirement. He is a Certified Financial Planner and Justice of the Peace. 

Away from work, Joel has two children - Poppy and Freddy who he adores. He loves ocean swimming, walking, and playing a good game of chess!

Alex has over a decade of experience with Jacaranda Financial Planning, assisting clients to solidly meet their financial objectives. He holds a number of academic qualifications to support the quality advice he provides. Alex exudes a professionalism and passion to ensure the client experience is at the highest level. This commitment to excellence has seen Alex peer awarded at the national level. Alex is a strong client advocate in all aspects of providing advice. He is most engaged when developing financial strategies to help clients navigate their way through changing economic environments at each life stage and embracing a disciplined approach to meeting client’s financial needs and objectives. When Alex is not assisting clients, he thoroughly enjoys the outdoors with his beautiful wife Alexandra and their son.

Jiffry is an accomplished Financial Advisor with over 10-years of experience. Jiffry is focused on delivering personalised financial solutions to his clients in a professional and timely manner. Holding a Master of Financial Planning and a Graduate Diploma of Applied Finance, he is able to provide high quality advice that enables clients to reach their financial goals and aspirations. Jiffry excels in cultivating client relationships and making a profound impact on their circumstances by empowering them on their financial well-being journey. Beyond his professional pursuits, Jiffry actively engages in physical fitness, cherishes travel experiences, and values quality time spent with his family and friends.

Asha has over two decades of experience working in the Finance industry. Her passion for financial planning and wealth management stems from her desire to help clients on their journey to financial freedom. Asha believes that by understanding her client’s lifetime goals, she is able to draw up the best plan suitable to their needs and develop a meaningful strategy that is appropriate for them and their situation. Asha has been awarded the formal recognition of a Certified Financial Planner qualification for her expertise in areas of Financial planning, Superannuation & Investments, Estate planning and Retirement planning. She has excellent technical knowledge and believes in enabling her clients make educated decisions about various aspects of their wealth. Asha has a broad base of clients which includes wealth accumulators, retirees and pre- retirees. Her expertise in structuring an investment portfolio and reallocating, as economic climate and client goals change is a crucial part of her journey with clients. This is demonstrated through her proactive and holistic approach. Outside of work, Asha is an avid reader. She also practices Yoga & Meditation and delights in spending time with her family.

Pat’s high-touch approach to client advice stems from his broad experience in investment management and financial planning, combined with his extensive educational qualifications. He has a deep understanding of financial markets; and applies this understanding to provide both insightful strategic advice and developing portfolios across asset classes and investment specialists which meet client objectives. Pat believes that at the heart of good financial advice is providing peace of mind, helping clients to recognise the things that are within their control and those that are not, so that they can move forward in life with confidence. He is an effective communicator with high attention to detail and enjoys the client education aspect to financial advice. He shares that rare ability to make the complex understood. Away from work, Pat spends time outdoors with his wife and young son and is a keen tennis player.

Ben’s passion to assist clients stems from his extensive studies in finance and financial planning, and the empowerment that he sees clients obtain from the holistic advice he provides. Ben believes in both the qualitative and quantitative benefits, bringing these together to provide sensible and clear financial planning solutions. He is known for bringing a consensus approach to the advice he provides, through client engagement and buy-in as to what is required and what can practically be achieved. Ben leaves no stone unturned on behalf of clients. He is often seen researching and discussing with clients their portfolios, looking for opportunities to improve the client outcome. Ben encourages his clients to be an active participant in their financial planning journey through a framework of objectivity and measured value add. Away from work, Ben loves spending time with his family and exploring the great Australian outdoors.

With over 20 years of experience in the finance industry, Adam has helped clients across Australia plan for retirement and confidently transition into the next stage of life. His personalised approach begins with truly listening—taking the time to understand each client’s unique goals and circumstances. This allows Adam to deliver tailored, holistic financial advice that aligns with their long-term vision.

Adam holds a Bachelor of Business with a major in Financial Planning and is committed to building lasting relationships founded on trust and transparency.

Outside of work, Adam enjoys spending time outdoors with his wife and three children—fishing, trail riding, and exploring nature through bush walks.

Reuben has over a decade of experience in the finance industry and is passionate about helping his clients achieve a better financial future. He strongly believes that a good financial plan is something that’s tailored not just to a client’s goals and circumstances but also their personalities. This allows Reuben to ensure his clients achieve their financial goals but also do so in a way that feels natural to them.

He holds a Bachelor of Business with a major in Accounting, a Diploma of Financial Planning, and a Certificate IV in Finance & Mortgage Broking.

Outside of work, Reuben mainly spends time with his young family outdoors.

With over a decade of experience in the profession, Chris has seen firsthand the invaluable impact good holistic advice can have both financially and personally.

He first seeks to understand your unique goals and circumstances before tailoring a plan to help you achieve them. Knowing there’s not a one-size-fits-all approach, as your circumstances change, Chris would proactively review your evolving needs. 

From cashflow and investment strategies to superannuation and estate planning, Chris specialises in navigating the financial complexities of life's different stages, including pre and post-retirement planning, wealth accumulation, tax planning, and aged care advice.

Outside of work, Chris is a ‘foodie’. He enjoys spending quality time with family and friends over some laughs and a good meal. Together with his wife, they love taking their dog out for new adventures.