The Financial Planning Association of Australia The Financial Planning Association of Australia

Joel Bones, CFP®

Name Joel Bones CFP®
Company IEC Financial Advisory Pty Ltd
Address 2/211 Macquarie Street
Dubbo, NSW 2830
Phone 02 68002740
Mobile 0422108882

Joel firmly believes that money should not be the most important thing in life, however if the financial side of your life is not in order, then stress can develop and you may not be living life to your full potential.
Joel is passionate that clients should have a sound plan to achieve their lifestyle and financial goals, and as part of that plan, should have strategies that maximise the opportunities available.
Joel is a CFP ® (Certified Financial Planner) with the Financial Planning Association of Australia, and has completed an Accounting Degree and an Advanced Diploma of Financial Planning. In 2002 he commenced his career as a cadet with a large mid tier accounting firm, and over a 15 year career with that firm, worked in a number of different roles including Accounting, SMSF Accounting, Para Planning and as a Senior Financial Planner and an Associate Principal.
In 2012 Joel was named in the Wealth Professional's Top 50 Advisors in Australia, recognizing him as a top performer across the industry. Joel's high performance continued in 2013 when he was a regional winner of the Young Business Executive Award, at the NSW Business Chamber State Business Awards.
In early 2017 Joel made the decision to go into practice for himself, starting IEC Financial Advisory Pty Ltd.
Joel specialises in portfolio wealth management and in providing quality strategic and holistic advice, including in the following areas:
• Financial Planning
• Gearing
• Managed Funds
• Direct Equities
• Superannuation
• Self Managed Superannuation Funds
• Super Fund Borrowing Arrangements
• Centrelink Advice
• Retirement Planning
• Life Insurance

< Prev Page