Joshua Ellison
About Me
Josh has a passion for helping clients achieve their goals and protecting their wealth through tailored financial advice.
He has been working in the Financial Services Industry for over 8 years since completing his Bachelor of Commerce majoring in Finance and Financial Planning in 2013. Josh initially joined a boutique financial planning firm providing investment advice to high net worth individuals. There he developed a passion for financial planning and an ability to connect with clients to ultimately work together to achieve the financial security they desire. He then joined a large financial services company focusing on holistic financial planning advice where he worked for 3 and a half years before joining Griffin Financial Services in 2019.
Josh lives in Sydney’s Southern Suburbs with his wife and two children. In his spare time he follows the NRL closely as an avid Cronulla Sharks supporter. He is also a keen motorbike rider when he gets a chance between family duties.
Areas of Focus
- Aged care
- Cashflow management
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Years of Experience 8 Years
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Licensed By Fortnum Private Wealth Ltd