Meet the Team
Meet the experts behind your smart investments and tailored lending solutions — driving growth with experience and integrity.

Joe Youssef
Chief Investment Officer
Joe has in excess of 3O years’ experience within financial services, and across all major asset classes.
Joe spent 7 years with AMP where he was a Senior Fixed Income Portfolio Manager.
Moving across to equities for over 2 decades, Joe has held several senior positions with firms such as Macquarie Bank, Bell Potter Securities and Austock Securities. Joe was also the inaugural CEO of the Sydney Stock Exchange.
Joe holds a Bachelor of Economics from Macquarie University as well as a Postgraduate Diploma in Applied Finance and Investment from the Securities Institute of Australia.
Joe is also a Responsible Executive of the ASX/ACH
Outside of work it is all about the 3 F’s for Joe.
Family- Joe is devoted to his young family and 3 beautiful children
Faith- Joe is a devout Catholic who leans on his faith daily
Footy- Joe is a lifelong staunch fan of the Sydney Roosters NRL team


