Authorised Representative number 001267479.
Based in our Brisbane office, with over a decade of experience in financial advisory services, Josh is well known for his empathetic and down-to-earth approach to helping clients reinforce their financial position, navigate options, and manage priorities. He is passionate about designing advice solutions tailored to each client's unique needs throughout life’s various stages and situations.
He’s an active Practitioner Member of the Financial Advice Association Australia, holds a Graduate Diploma of Financial Planning as well as both the Diploma and Advanced Diploma in the same field of study and is an Accredited Behavioural Finance Professional™ ABFP®.
Josh is uniquely equipped from both personal and professional experience to understand situational complexity, provide professional guidance, and design fit for purpose advice solutions. He specialises in assisting divorced/separated individuals financially rebuild and regain confidence, families get the right insurance protection to reinforce their financial positions and those retiring navigate their next chapter of life sustainably with less stress and more peace of mind.
Josh is a father of three, avid regional traveller and a passionate advocate for SANE.
Book an appointment today with Josh to find out how he can make a positive difference to your financial future.