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Joe Anning

Client Services – Review B. Comm / Economics (Finance)
Experience

Joe is in his final year of studying a Bachelor of Commerce / Economics, majoring in finance, and has recently joined the MWS team to build practical experience in the financial services industry. With a strong academic foundation and a genuine interest in financial markets, Joe is passionate about helping people make informed financial decisions. His analytical mindset and curiosity drive him to continuously learn and grow within the field.

Get to know Joe Anning

What do you wish people knew about financial planning?

I wish people knew that financial planning isn’t just for people approaching retirement – it’s valuable at any stage of life. Having a clear plan early on can reduce stress, prevent mistakes, and open up opportunities you might not have realised were possible.
Get to know Joe Anning

What is your favourite thing about being part of the My Wealth Solutions team?

My favourite thing about being part of the MWS team is the culture and friendship that’s built into everything we do. Whether it’s collaborating on work, celebrating wins, or simply sharing a laugh in the office, the team creates an atmosphere where you feel supported, motivated, and genuinely excited to come to work each day.
Get to know Joe Anning

If you could give one piece of advice to yourself from 10 years ago, what would it be?

I’d tell my younger self to be patient and trust the process. Small, consistent steps – whether in study, investing, or personal habits – compound into big results over time.
Get to know Joe Anning

What’s your weirdest office habit?

My weirdest office habit is tab hoarding—I’m constantly juggling dozens of browser tabs, each one waiting for its moment to be useful.
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