Josh Pennell

Prosper Advisory

Gold
13 Yrs Experience
Bentleigh, VIC 3204
Hi, I am Josh Pennell, a Director of Prosper Advisory. We are a business & wealth advisory firm that is privately owned & licensed. Our Chartered Accountants & Financial Advisers provide three core services: 1\. The Young Millionaires Club: A wealth creation & growth program for 25-45 year old's earning $120k+ pa. https://www.prosperadvisory.com.au/our-services/young-millionaires-club/ 2\. SMSF Scholars: A premium SMSF investment advice, Accounting & Audit service. We help people to setup or maximise their ongoing SMSF outcomes. https://www.prosperadvisory.com.au/our-services/smsf-scholars/ 3\. FBOM (Family Business Owners Melbourne): Business Advisory & Accounting Services for family owned businesses with 10+ staff and/or $2m+ turnover. We ensure family business owners achieve better financial results, enjoy their business more and have a happier family life. https://www.prosperadvisory.com.au/our-services/fbom/ Further to our 3 core services we also provide business valuations and personal insurance advice. See www.prosperadvisory.com.au or call 9557 7654 to see how we can improve your results. I have 15 years industry experience, a Degree in Economics & Finance (with Distinction), a post graduate qualification as a Certified Financial Planner & I am a member of the Financial Planning Association. Our clients are: • Business owners with 10+ employees • SMSF owners • High Income Earners &/or High Net Worth Individuals; • Professionals & Executives; • Baby Boomers; • Retirees, Divorcees & Widows • Young Professionals aged 25-45 wanting to manage money more wisely We help individuals & business owners: • Manage, grow & preserve wealth • Plan, create structure, take action & achieve their goals • Retire earlier &/or more comfortably • Wisely manage & invest wealth • Minimise tax • Protect their family/business via insurances • Setup & manage SMSF's; • Increase business profitability & meet tax requirements; • Understand their businesses value & how to increase it; We are passionate about what we do and offer initial phone and face to face meetings at no charge to assist you in assessing if we are the right fit for your needs.

My fees

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

Our clients really value our approach to fees. After our cost & obligation free initial meeting, we provide you with a proposal outlining the areas where we believe we can add value, the value we estimate we can add in dollar and non dollar terms, and the fees involved. We only charge a fixed dollar fee for this advice. If you then require ongoing services and advice, we provide three service package options so you have choice as to what level of services you wish to obtain and you choose what is best for you.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.85
  • Number of reviews 2
  • First year providing advice 2009
  • Years of experience 13
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Prosper Advisory

9 Jasper Road
Bentleigh, VIC 3204

Licensed by

Ozplan Financial Services Pty Ltd

AFSL 221235

4.85
2 Reviews
5
4
3
2
1
4.40
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—2 of 2

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4.75

"Josh for some years has provided excellent service and advice in helping me grow my superannuation fund."

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

"Josh has been my / our trusted advisor for 6+ years now and has always been exemplary in his service, response, recommendations and care when it comes to our finances, planning and advice. It's like it's his money!"

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—2 of 2

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

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Budgeting

Qualifications & Training

Margin Leading and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2010

Bachelor of Economics and Finance

Level
7 - Bachelor Degree
Institution
Royal Melbourne Institute of Technology (RMIT)
Completed
2004

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Services Institute of Australasia (FINSIA)
Completed
2007

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2009

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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