Joe Falkner in

Joe Falkner

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Academy Delivery Manager at Lifetime
📍 Christchurch, Canterbury, New Zealand

Joe is an experienced financial services professional with a career spanning both New Zealand and the UK since 2011. As Academy Delivery Manager at Lifetime, he focuses on learning and development, a transition he made after enjoying the training aspect of his previous advisory roles. He holds a Bachelor of Commerce.

Outside of his professional life, Joe is a family-oriented person who frequently spends his free time with his young children. He also enjoys playing golf when he has the opportunity, though he notes it is a rare occasion.

His teams training academy at his previous firm, Progeny, was recognized as the best in the country at the Money Marketing Awards.

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Experience
15 Years
Current Role
Academy Delivery Manager
Job Level
Middle
Location
Christchurch, Canterbury, New Zealand
Personality Overview

How Joe shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Joe cares about

Talent Development
Pivoted his career from financial advising to L&D to formalize his passion for training and developing new professionals in the industry.
Financial Planning
Possesses over a decade of experience as a Financial Planner and Investment Adviser, working with a wide range of private clients, trusts, and companies.
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Career

Work history

9-2025
Academy Delivery Manager
Lifetime
12-2023 - 8-2025
Academy Supervisor
Progeny
5-2023 - 12-2023
Financial Planner
Progeny
2-2016 - 3-2023
Investment Adviser
Craigs Investment Partners
9-2011 - 10-2015
Wealth Management Specialist
Balmoral Asset Management Ltd
In the press

Media appearances

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Education
2006 - 2008
Bachelor of Commerce (BCom)
Lincoln University (NZ)
2001 - 2005
Education details unavailable
Burnside High School
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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