Joshua Drake CFP®
About Me
I have a 20-year record of partnering with successful business owners and individuals to organise and optimise their wealth management strategies. My blend of country values and a fine education allows me to deliver solid, honest advice without fear. I am an Authorised Representative of Pitcher Partners PrIvate Wealth Pty Ltd, an Australian Financial Service Licence holder (AFSL #515251).
Areas of Focus
- Aged care
- Cashflow management
- Estate planning
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Years of Experience 24 Years
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Licensed By Pitcher Partners Private Wealth Pty Ltd