CABEL Financial is an independent, fee-for-advice, privately-owned financial planning firm which was established in 2008. Within CABEL we value honesty, integrity and certainty. The advice and guidance we deliver to our clients is based on these values. Private ownership provides us with the freedom to offer the best advice and strategy to meet your needs – free of quota expectations, un-tied to one company’s offerings. This allows us to work to the highest ethics when we are providing solutions for you to consider, bringing you peace of mind. CABEL Financial is also an affiliate member of the Institute of Chartered Accountants Australia committing us to an additional layer of professional standards and ethics to give you further confidence.
Joel Xuereb, Managing Director of CABEL Financial brings 14 years’ experience providing Financial Planning to a variety of individuals and entities. Joel is fully qualified with a Graduate Diploma in Applied Finance, a Diploma in Australian Tax Law, an Advanced Diploma in Financial Services and a Diploma in Financial Markets and Investments. Importantly, Joel is constantly adding to his professional development by advancing his education through ongoing tertiary studies and industry/market analysis in order to continually provide his clients the best advice possible. Joel is also humbled by the loyalty he enjoys with a substantial number of satisfied clients.
Jessica Waller, Associate Financial Planner has been involved in the provision of financial advice since 2007. Jessica maintains a high level of enthusiasm about providing the right financial advice and is passionate about helping her clients achieve what is important to them. Jessica holds a Bachelor of Economics and an Advanced Diploma in Financial Services. She is highly skilled in the areas of superannuation and personal protection planning and works closely with her diverse client base to
assist them in building wealth and achieving their goals.
CABEL Financial is a division of CABEL, and is jointly owned by Joel, Phil Browne, and John Hensley. This fusion of accounting, business consulting and financial planning advice provides numerous benefits to our clients.
