Josh Scipione

Akambo Financial Group

Gold
8 Yrs Experience
Melbourne, VIC 3000
I'm a relationship-focused adviser, assisting my clients achieve their desired lifestyle through strategic financial management. My aim with my clients is always the same, that is, to place them in a position to make an informed decsion. It's always their decsion. I'm just simply looking to provide constructive input. I'm a qualified Financial Adviser, holding a Bachelor of Commerce and an Advanced Diploma in Financial Planning. When not in the office, you'll likely find me supporting my beloved Carlton FC or on the golf course!

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Financial Hardship
  • Redundancy
  • Aged Care
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Fee for service practice. Initial meeting is fee free with no obligation. Flat dollar fee for initial advice document. Fee will vary depending on the nature of advice sort. Fee is payable regardless of whether or not you proceed with the implementation of my recommendations. Ongoing review service fee based on the service package you engage us on.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.90
  • Number of reviews 27
  • First year providing advice 2014
  • Years of experience 8
  • Highest qualification
    • Bachelor of Commerce (Financial Planning, Finance and Economics)
  • Language spoken
    • English

Akambo Financial Group

Level 14, 379 Collins Street
Melbourne, VIC 3000

Licensed by

Akambo Financial Group

AFSL 322056

4.90
27 Reviews
5
4
3
2
1
5.00
Clear communication
4.85
Knowledge & expertise
4.95
Customer care
4.85
Likely to recommend
Showing reviews 1—10 of 27

Sort by

5.00

"I had returned from a long period overseas outside of the existing superannuation system and nearing retirement age. Josh was integral in setting up a system which allowed me to create a viable super fund and turned my financial security situation around. I am extremely grateful. He made something I feared easy and I would usually look forward to catching up. He is efficient, organized and relaxed in his demeanour which made things very smooth for me. Andrew"

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Joshua is very personable and responsive to our questions and needs. He has taken the time to understand our requirements and provides guidance and advice based on where we are in our lives. Joshua can usually explain things to us in a clear and concise way and where there are matters he is unsure of, he researches them and gets back to us promptly. I would have no hesitation recommend Joshua to others and trust him to provide the advice we need."

  • Self Managed SuperFunds
  • Aged Care
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Joshua has given me advice in all leading up to my retirement, tax effective superannuation strategies including our Self Managed Super Funds and managing debt. Joshua is always able to explain things to me in a clear way. Through his knowledge and experience, I feel very confident that the advice given was right for my needs. I always receive Joshua's full care and attention when I needed it.'"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Joshua had guided me through all aspects of my financial wellbeing and most recently my transition to full time retirement. He is always only an email of phone call away if I have any queries. I have the utmost confidence that he, together with the team of area experts employed, can provide advice pertinent to my needs."

  • Superannuation
  • Retirement & Pension
  • Aged Care
  • Cashflow & Income
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Josh is a likable lad. He and I enjoy a good relationship. Josh has provided me with advice in areas including superannuation and retirement planning. Josh and his team manage my investment portfolio via their Portfolio Administration System which has achieved great results as I am able to live off the income generated and maintain my capital. I am very happy with the advice provided by Josh and his team over many years and would have no trouble recommending them to others."

  • Government Assistance
  • Superannuation
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Josh and The Investment Collective (previously Pentad) have been a great help over many years! Josh has given me advice in the area of cash flow planning, my investment portfolio and social security. He has a great attitude and I feel very confident that the advice he has provided was right for my needs and placed me in a great position during my retirement. I find Josh to be very engaging and would have no hesitation in recommending him as a Financial Adviser to others."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Josh has given me advice in the area of growing assets through the investment of stocks and shares. I have confidence in his knowledge and experience and am happy with the results to date. Joshua has always been clear with his explanations and prompt with his return of e-mails when I have required further advice."

  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Joshua has been able to understand our long term objectives while taking care of the short term requirements along the way. His responses have been quick and exactly relevant to the points in question. He comprehends and addresses the broad scope of our needs."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Josh goes that extra mile to help you understand your future needs and clarifies any potential issues that may arise. He is keenly interested in your future financial success and highlights areas for opportunity and risk. He takes complex subjects and communicates them in a manner that allows the client to understand and make informed decisions. I have no hesitation in recommending his service to both the new investor or more seasoned clients."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"'Joshua has given me advice in areas including Loan Products, Self Managed Super Funds and Managing Debt. Joshua was usually able to explain things to me in a clear way. Through Joshua's knowledge and experience, I feel Very confident that the advice given was right for my needs. We always received Joshua's full care and attention when it;s needed. Regards Kerrie and Alan"

  • Superannuation
  • Self Managed SuperFunds
  • Small Business Advice
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 27

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2014

Bachelor of Commerce (Financial Planning, Finance and Economics)

Level
7 - Bachelor Degree
Institution
Deakin University
Completed
2014

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2014

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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