Since 1997, Joel has worked closely with the leading private wealth managers of Europe, the UK, and Australasia to improve their clients' investment experience and their firms' profitability. Joel has been influential in building knowledge-sharing communities for advisors and specializes in offering advisors clarity on their value proposition, insight into the world's best practice management techniques, and partnership for building a scalable and profitable wealth management business.

Joel holds a bachelor of business degree in marketing, management, and international business law from the University of Technology, Sydney, and a diploma of financial services in financial planning.