Qualifications:
- Certified Practising Accountant (CPA)
- Bachelor of Commerce (University of SA)
Expertise:
- Specialist in Business Asset Restructuring
- Asset Protection
- Business Planning & Structuring
- Cash Flow Projections & Budgeting
- Mergers, Acquisitions & Sales
- Succession, Retirement & Estate Planning
- Tax Planning & Advice
About:
Joel Thomas is a seasoned professional with extensive experience in the financial sector. He joined Murray Nankivell in 2008 after gaining valuable experience with an international firm in Melbourne. Joel is now a key member of the management team, where he excels in providing strategic business advice aimed at improving profitability and ensuring a balanced quality of life for his clients.
Joel’s expertise in asset restructuring is particularly noteworthy. He specialises in helping businesses and individuals reorganise their assets to maximise efficiency, protect wealth, and achieve long-term financial goals. This includes restructuring ownership and control of assets to facilitate retirement, estate, and succession planning. His approach is tailored to each client’s unique situation, ensuring optimal outcomes.
While Joel does not directly handle financial planning, he works closely with the in-house financial planning division to provide comprehensive solutions for his clients. His understanding of business dynamics and strategic planning makes him a valuable asset to a diverse range of clients, including farmers, support businesses, retailers, and investors.
