About Me

Josh provides his clients with strategic advice to assist them in achieving their financial and lifestyle goals.

Josh began his career in the financial services and wealth management industry back in 2011 and during this time has worked in a variety of technical and client-facing roles. Josh brings an energetic and passionate approach, and prides himself on building trusted client relationships. Josh specialises in wealth accumulation and protection strategies, pre and post retirement planning, superannuation including SMSF’s and Family Wealth Management advice.

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 is a friendly, outgoing person and when he’s not working, you’ll find him enjoying quality time with his family and friends either around home or down on the Peninsula. He is a keen golfer, enjoys keeping fit, and is a passionate Carlton AFL supporter.