Joel Carty
FINANCIAL PLANNER
Certified Financial Planner – CFP®
Master of Financial Planning – MFP
Chartered Tax Adviser – CTA
P (07) 3106 3106
F (07) 3106 3100
joelc@solacefinancial.com.au
I hold a Master’s degree in Financial Planning from the University of the Sunshine Coast and am a Certified Financial Planner (CFP®). Additionally, I am a Chartered Tax Adviser (CTA) and a proud member of both the Financial Advice Association Australia and The Taxation Institute of Australia.
I began my working career as an apprentice Baker and Pastry Cook, where I had the opportunity to learn about financial planning through my father’s Financial Adviser. During this time, I gained firsthand experience of the financial planning process, which included establishing personal and financial goals. From a young age, I initiated structured savings plans, investment strategies to accumulate wealth, and established tailored long-term superannuation investments and strategies. Additionally, I had a personal protection plan in place, ensuring that I could still achieve my goals if something were to happen to me. These foundational steps, guided by my Financial Adviser during my apprenticeship, set me up financially for life. After several years as a client, I received an opportunity to work in the financial planning industry and completed further studies. My experience spans major banks, superannuation funds, accounting firms, and boutique financial planning practices. I am passionate about assisting people in planning for the decades ahead, thinking in years, working month by month, and living day by day.
In my spare time I enjoy spending time with my family and friends. I also enjoy reading, keeping fit, and travelling.
Joel's Latest Videos
Investment & Economic Snapshot September 2024
Investment & Economic Snapshot July 2024