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 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.
Josh specialises in wealth accumulation and protection strategies, pre and post retirement planning, superannuation including SMSF’s and Family Wealth Management. Josh is a friendly, outgoing person and when he’s not working, you’ll likely find him supporting his beloved Carlton Football Club or out on the golf course!”Back to team