Joseph Kerwin

Joseph commenced his career in the financial services industry in 1994, starting as a trainee adviser while undertaking the necessary UK qualifications.

From 2000 to 2015, he held positions at two leading UK high street banks - initially serving six years as a senior financial planner before progressing to an area director role, overseeing a team of financial planners. During this period, he expanded his knowledge and expertise by obtaining the Diploma in Financial Planning.

In 2016, Joseph relocated to Australia to be closer to family. Before making the move, he committed to continuing his career in the financial sector, successfully completing both the Certificate and Advanced Diploma in Australian Financial Planning.

Since settling in Australia, he has specialised in advising expatriate clients on their UK pension requirements.