An experienced, qualified financial professional – here to help you.

Joe Croke is passionate about helping good people do great things.  Joe is inspired to help people clarify their goals and better manage their finances so they are free to pursue their passion.  So, whether you’re creating great design, running an amazing bar or eatery, a carpenter, a fitness instructor, a chiropractor, a landscape gardener, a hiking guide, an entrepreneur, raising a family, or looking after the grandkids – Joe’s aim is to clear your path to good finances, so you can get on and make the world a better place!

Joe is a licenced and qualified financial planner, holding an advanced diploma in Financial Services, as well as being a qualified mortgage broker.  Prior to founding JC Finance and Advice, Joe gained over 5 years of experience working within one of Australia’s ‘big four’ banks where he provided comprehensive personal financial advice.

Prior to making his career change into Financial Planning, Joe was a qualified Environmental Engineer, who worked extensively in technical and senior management roles both within Australia and overseas.

Why is the first consultation free?

Our first consultation is all about getting to know each other.  It’s a chance for you to ask questions, clarify your current situation and your goals.

We make this first consultation free so that we can both be sure that our services will be valuable and worthwhile for you, before we proceed.