Joseph Karam
Joseph has worked in the financial services industry since 2001. His work experience is varied and includes roles in project management, banking and financial planning.
He holds a Bachelor of Business (UTS) with a double major in Finance and Marketing, and a Graduate Diploma in Financial Planning (finsia). He is a Certified Financial Planner® Professional, a SMSF Specialist Adviser. Joseph is a member of the Financial Planning Association of Australia (FPA) and the Self Management Super Fund Association of Australia.
Joseph’s special interest areas include:
- Investment Planning
- Retirement planning
- Personal Insurance
- Self Managed Superannuation Funds
- Client with complex financial planning needs
Joseph dedicates his efforts and the time spent with you to help clarify what is important to you and your family. Gaining this understanding allows him to provide you with the right advice that is tailored to helping you achieve your goals and objectives.
Joseph is married with two children. In his spare time, he enjoys long distance running and is passionate about Rugby Union. Joseph is kept very busy with his children’s tennis and swimming lessons.
Qualifications/Memberships
- B.Bus (UTS)
- Grad Dip FP (finsia)
- CFP®
- SSA®
Areas of expertise
Investment and Portfolio Construction
Retirement Planning and Pensions
Estate Planning
Asset Protection and Business Structures
Business Succession
Insurance advice for individuals and business owners
Self Managed Superannuation Funds (SMSF)
Superannuation
Tax Effective Wealth Strategies
Wealth Creation
Small to Medium Enterprises (SME)
Debt Management
Strategic Financial Advice
Centrelink Benefits
Key Person Insurance Strategies
Experience
Joseph has been working in financial services since 2001.
Joseph Karam is an authorised representative of Fitzpatricks Private Wealth Pty Ltd.
Testimonials
“Joseph, thank you for your continued financial guidance over many years. Your advice is always sound and has our best interests at heart which has allowed us to focus on what is most important in our lives.
You have always been very thorough in examining our needs and have helped us streamline our investment portfolios.
We have tremendous appreciation for your professionalism and care, as well as your attention to detail in helping us plan for our future so we can stay focussed on the big picture.”
Darren and Kim Beadman
Joseph Karam
(02) 9248 8000
Request a meetingTP Wealth Management
Level 21/68 Pitt Street, Sydney NSW 2000.(02) 9248 8000
