Governance

Joseph Hoe CFP®

WealthWise Pty Ltd

Joseph Hoe is a senior financial planner with Wealthwise Pty Ltd, based in Perth. He has worked in financial planning since 1998 and was awarded CFP® certification in 2000. His background includes time in one of the Big 4 accounting firms overseas and advising to small to medium businesses in Australia. He is a Fellow member CPA Australia and a SMSF Specialist from the SMSF Association.

He was the WA state winner of the FPA Future2 Community Service Award in 2014 as well the WA state winner of the AFA Excellence in Education in 2015.  Money Management has named Joseph Hoe, the national Financial Planner of the Year 2016, which recognises excellence in the financial planning profession and in our communities. In addition, as a Justice of the Peace in Western Australia he participates actively on boards of several non-profit organisations and provides consultation and aid to a variety of charities.