Joseph Rose – Junior Associate

I got into financial planning because I enjoy helping people make sense of their finances and feel confident about their future. What drew me to Porta was the chance to learn from experienced advisers while being part of a supportive team that really values people.

I’m currently focused on building my technical knowledge by completing my Diploma in Financial Planning and refining my approach in client meetings, helping to shape client goals over time.

I want to become a knowledgeable and trusted adviser who builds long-term relationships and helps clients feel comfortable in their financial decisions. I’m approachable, dependable and enjoy collaborating with others to get the best results for clients.

Outside work, I enjoy golf, kayaking, running and spending time with my family and friends.