Josh is an adviser who likes to do things a little bit differently.
He likes be flexible in how meetings are held – especially if you are on the move, very busy during the day, in regional area, or even a different state. That’s because meetings can be held online via VideoConference so they can be convenient for you and can be held wherever you happen to be!
He also wants to get to know you first so he can understand what’s important to you to achieve, as well as any find any roadblocks before they become an issue. There’ll also be time to work through some tools to help educate about some potential options that may help you get there.
Advice is an ongoing adventure to create a road map of where you are heading. Then you’ll be ready to stop and enjoy the scenario if any detours crop up along the way!
It’s important to take the right amount of time to talk through what you want to achieve in a way that is meaningful to you. That means the whole process won’t be rushed – it will take the appropriate amount of time required depending on the level of complexity in what’s needed for your individual situation.
Josh’s strength of listening to fully understand your situation and explore your goals is paramount to developing strategies that are suitable and individually tailored. Once generated, Josh will then take sufficient time to explain the recommendations so they make sense to you and an informed decision can then be made on the first steps to your financial freedom.
Experience: Over 16 years in the Financial Services industry.
Licensee: Charter Financial Planning
Authorised representative number: 1240311
Qualifications (Finance related)
- Bachelor of Commerce (Accounting & Finance)
- Diploma of Financial Services (Financial Planning)
- Advanced Diploma of Financial Services (Financial Planning)
- Graduate Diploma in Financial Planning
Financial Planning Association of Australia (FPA)
Financial Planner AFP (FPA)