Partner & Senior Adviser

Joseph He

Partner & Senior Adviser

As an accounting graduate and successful businessman, Joseph has acquired credibility together with the necessary skills and understanding required to establish a path to prosperity.


Joseph’s past 13 years as a financial advisor has demonstrated his many achievements in securing success for his clients. He listens to his clients’ needs, issues and requirements to determine a positive outcome. A personal approach takes Joseph’s involvement beyond initial advice, to ongoing support, review and guidance throughout his clients’ financial journey.

Personal Life

  • Through the Cancer Council, assists patients with their financial planning

  • Enjoys cooking and entertaining

  • Married with a young daughter

  • Cares for aging parents

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Our Advisers

As one of only four financial advice practices across all Australia to be recognised and rewarded with the ISO9001 International Quality Accreditation standard (the five ticks of quality), KnowledgebankIQ advisers have a commitment to high quality, client focused advice recognised by consecutive awards for providing leading advice.