Josh is an adviser who likes to do things a little bit differently. He prefers to get to know you first so he can start working out what’s important to you and your future dreams, as well as any roadblocks that may have held you back from achieving them. He’ll also work through some potential ways to help you get there so you can see a road map of where you are heading to from here.
You won’t get any forced sales or quick ‘wins’ – Josh doesn’t like them, so he won’t put you through them either! It’s important to him to take the right amount of time to talk through your future 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 clients to fully understand their situation and explore their 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 each client so an informed decision can be made.
Josh’s happiness comes from client satisfaction when discussions makes sense and value is seen with working together to achieve a set of future goals.
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)