Joseph Portelli, CFP®


Name Joseph Portelli CFP®
Company Lorica Partners
Address Level 11, 68 Pitt Street
Sydney, NSW 2000
Phone 02 91468989
Website www.loricapartners.com.au

Joe has extensive experience in portfolio construction, developing client strategies, superannuation, tax and estate planning. Before joining Stewart Partners, Joe spent approximately 12 years with the global consulting firm Mercer, primarily as a Financial Adviser to high net worth clients. He then joined ANZ Private Bank in 2006 as a Senior Financial Adviser. Joe is a Certified Financial Planner (CFP®), which is Australia s highest designation for practicing financial planners and he also holds a Bachelor of Economics from the University of Sydney.

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