Managing Director
Joe is the managing director of Akambo, an Australian asset consulting and investment management firm partnering with advice businesses nationwide. With more than 20 years in financial services, he has led multidisciplinary teams and delivered client-centred solutions across superannuation, investments, risk management, and wealth creation.
At Akambo, Joe focuses on aligning advisory excellence with operational efficiency. Under his leadership, the firm helps advice businesses scale through managed account solutions that strengthen governance, streamline operations, and extend in-house capability—without adding complexity. These solutions can be fully customised to a firm’s investment philosophy, client segments, and platform preferences, or accessed via Akambo’s proven core models.
Before joining Akambo, Joe worked within some of Australia’s largest institutions across retail and private banking, wealth management, finance, and insurance. He holds an MBA and relevant industry qualifications, underscoring his commitment to professional standards and ongoing development.
Outside work, Joe and his wife, Nikky, are proud parents of two boys—so weekends often involve the sidelines of basketball courts and footy ovals, plus time with good food and great company.
Joe’s qualifications include:
Master of Business Administration
Bachelor of Business and Commerce
Graduate Certificate in Management
Advanced Diploma of Financial Planning
Why
Akambo?
More Clients,
Less Complexity
Focus on growth, not investment administration. Our managed account solutions give you time to nurture your clients and grow your business.
Robust, Disciplined
Investment Process
Dynamic portfolio management, high-quality investments, risk management and diversified portfolio management.
Customisation and
Responsiveness
Tailored portfolios, responsiveness, and proactive communications are core to our philosophy.
Full Visibility &
Direct Ownership
Clients retain direct ownership of investments. Complete transparency and dependable communication.
Proven
Track Record
Consistent performance and an experienced investment team with over 260 years of combined experience.