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
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 24 Years
  • Licensed By
    Licensed By Pitcher Partners Private Wealth Pty Ltd
CERTIFIED FINANCIAL PLANNER®