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Josh Gray

Evolution Financial Planning Pty Ltd

Bronze
1 Yr Experience
Ballina, NSW 2478

Joshua is a representative of Evolution Financial Planning (287011) which is a Corporate Authorised Representative of Evolution Advisory.

Joshua acts on behalf of Evolution Advisory who is responsible for the services that he provides.

In 2021 Joshua completed a Bachelor of Commerce Degree, majoring in Financial Planning and Accounting, at Griffith University.

Joshua joined the Evolution Financial Planning team in November 2023 as an Associate Adviser and became a Financial Planner in April 2025.

Prior to joining Evolution Financial Planning, Joshua worked as a Forensic Accountant in a Chartered Accountant firm and also as a Paraplanner at a financial planning office.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Small Business Advice
  • Wills & Estates

My fees

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

At a glance

  • Adviser status Bronze
  • Years of experience 1
  • Highest qualification
    • Bachelor of Commerce (Accounting and Financial Planning)
  • Language spoken
    • English

Evolution Financial Planning Pty Ltd

Unit 2, 95 Tamar St
Ballina, NSW 2478

Licensed by

Evolution Advisory Pty Ltd

AFSL 412063