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About Us

About Us

Palmer Portfolios is a boutique financial planning firm specialising in strategic and transparent financial advice. We know all of our clients by name and take great pride in delivering a professional, friendly and complete financial service. At Palmer Portfolios our only bias is to our clients. We are committed to ensuring you receive nothing but transparent, honest and expert financial advice at all times. If you value these qualities in your Financial Planner, then we invite you to contact us for a no-obligation first meeting by clicking here.

 

Joel Palmer, Principal Adviser

Joel is the founder and director of Palmer Portfolios Group Pty Ltd, one of the few financial advisers in Australia who has his own licence and not affiliated with any financial institutions, Joel prides himself on providing advice that is free of bias and influence.

Joel is 100% dedicated to helping clients improve their financial position. Before launching Palmer Portfolios, Joel Palmer was a senior journalist with The Australian Financial Review. He brings to the industry a healthy disregard for the “commission-based” selling that is unfortunately common-place with many other financial planning firms. Joel holds a Bachelor of Business from Queensland University of Technology and a Diploma of Financial Planning from the Securities Institute of Australia.

Erin Yi, Financial Adviser 

Erin is an authorised adviser of the Palmer Portfolios Group. She is responsible for investment execution on US and Australian portfolios, forming investment strategies for statements of advice and providing personal insurance advice. Erin also focusses on the technical aspects of UK pensions transfer, the setup of US portfolios under various investment structures e.g. Personal Investments, Self-Managed Super Funds (SMSF’s), Companies and Trusts. Erin has completed a Master of Commerce, majoring in Financial Planning and a Bachelor of Commerce, majoring in Professional Accounting.