Joe joined Endeavor in 2022 as an Equities Analyst. Prior to Endeavor, Joe was an Analyst for Westoz Funds Management, a WA focused investment manager. He also worked for Entrust Wealth Management in operations and was a member of the Entrust Investment Committee.
Joe has completed a Bachelor of Commerce with Curtin University, majoring in Accounting and Finance, and a Diploma of Financial Planning with Monarch Institute.
11.0% p.a.
The Growth Equities portfolio will typically hold 20-35 ASX listed equities.
Top 200 and cash represent at least 75% and Ex-200 25%.
10.7% p.a.
The Balanced Equities portfolio will typically hold 20-35 ASX listed equities.
Top 200 and cash represent at least 85% and Ex-200 15%.
10.8% p.a.
Typically invests in a diversified portfolio of Global Equities, Hybrids, ETFs, LICs and selected fund managers to provide broad exposure across regions, sectors and investment styles.
The portfolio is actively managed with no benchmark restrictions.
