Joel Ruig joined Marsh & Partners in January 2022 with 26 years of experience, a broad range of expertise in the financial services industry, tax compliance, business consultation, and Self-Managed Superannuation Funds.
Joel is dedicated to looking after his clients, ensuring that he tailors each piece of advice to suit their circumstance and business requirements.
Joel specialises in compliance issues for Self-Managed Superannuation Funds and has expertise in retirement planning, contribution strategies and investment structuring. He is particularly interested in wealth creation and protection.
Qualifications and professional memberships:
- Master of Business Administration
- Bachelor of Financial Administration
- Graduate Certificate in Financial Planning
- Diploma of Financial Planning
- Certified Financial Planner
- Member of SMSF Association
- Associate, Institute of Public Accountants
- Member, National Tax Agents Association
- Member, Project Management Association
