Level 14, 379 Collins Street
MELBOURNE VIC 3000
ABN 652 339 396 29 | AFSL 322056
Josh is a relationship-focused adviser with a desire to achieve the best possible outcome for clients, being the driving force behind his energetic and passionate approach to financial planning. He is dedicated to developing and maintaining long term relationships with his clients, having worked in financial advice and wealth management industry since 2011.
Josh holds a Bachelor of Commerce (Economics, Finance & Financial Planning) from Deakin University as well as an Advanced Diploma in Financial Planning and is a member of the Financial Planning Association of Australia.
Due to the complex ever changing world we live in, it is important that financial strategies are reviewed on a regular basis to ensure they remain on track. This is a key component to the service Josh provides to his clients and the core to his belief in how he can improve one’s financial future. Explaining strategies and outcomes in a way that is both engaging and easy to understand ensures Josh’s clients can not only enjoy the process but also feel confident that they are on the right path.
Josh specialises in wealth accumulation and protection strategies, pre and post retirement planning, superannuation including SMSF’s and Family Wealth Management advice.
Josh is a friendly, outgoing person and when he's not working, you'll likely find him supporting his beloved Carlton Football Club in the AFL, out on the golf course or enjoying quality time with family and friends".