Shobhana volunteers as a mentor in the Leadership Victoria Mentoring Program.
Joe is currently General Manager of First Samuel Limited, an independent, boutique private wealth manager, with executive responsibility for all aspects of the successful operation of the business including strategy, operations, financial control, risk & compliance and technology.
Prior to this he was CFO of Plum Financial Services, a leading provider of superannuation administration and investment services to medium to large Australian companies, and part of the NAB Group.
He is a Chartered Accountant (Scotland) and an alumni of Leadership Victoria.
He has presented lectures for many groups in the field of company analysis, equity valuation and investment management.
He has a Bachelor of Business and MBA from RMIT, remains a Chartered Accountant, and is a Senior Fellow of Finsia.
His special interest lies in investment strategies, valuation and portfolio management.