Joe joined the team in May 2010 and also progressed through an Associate position to become a Partner in July 2013. Joe is based in our Melbourne office and deals with clients in the wider Melbourne area. He also has a significant base of clients in Northern Victoria that he enjoys working with.
Joe only requires two things of his clients, the first being an absolute commitment to their goals, both personal and in their business. The second commitment that Joe asks of his clients is that they understand and commit to the level of accountability that they need to achieve those goals. Joe works with his clients to take them into the future, enabling him to set them on the path to personal and financial success. He commits fully to his clients and expects full commitment back in return, as a result both sides often achieve fantastic things.
Once again, Joe has been bought up in Country Victoria and has been exposed to the same country values as his Partners. His expectations of himself and his clients have been formed by these values.
Areas of Expertise:
Joe specialises in all aspects of SME management and compliance including, but not limited to; Capital Gains Tax, Superannuation, Asset Protection & Structuring and Project Management. His ability to have honest conversations both with clients and staff mean that he can effectively lead both to whatever stage they wish to grow to, this makes him invaluable for work around business re-structure and more long term discussions on estate and succession planning. His client base is primarily in the manufacturing and building industries.
Joe also works heavily with Lou to ensure that the Perta Thomson Partners brand and the value it can offer the wider community is effectively communicated.