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About Me

Josh’s passion is financial planning and helping clients achieve all that is important to them. He enjoys working closely with clients by helping them achieve both their financial and lifestyle goals and objectives. Outside of work, Josh enjoys spending time with his wife, young son, family and friends. Josh is a sporting enthusiast, he enjoys playing football, watching sports and living an active lifestyle.Josh specialises in providing a range of advice and focuses his attention on helping clients achieve a higher level of financial security and certainty.

Areas of Focus

  • Aged care
  • Estate planning
  • Investments
  • Retirement
  • Superannuation
  • Wealth management
  • Years of Experience
    Years of Experience 8 Years
  • Licensed By
    Licensed By Charter Financial Planning Limited