Josh has been advising clients since 2002. An experienced Accountant, Josh became an adviser in 2010 following a successful corporate career. Josh was accepted as a Certified Financial Planner in 2011, the highest certification available worldwide in financial advice. He had previously graduated from the University of Technology Sydney with a Bachelor of Business majoring in Financial Planning. Josh is passionate about his clients and committed to providing value to each and every one of them. Josh calls upon his vast depth of knowledge and experience in both Accounting and Financial Planning to ensure that his advice is always of the highest order.
Joshua has been my adviser now for three years. He has advised me across many Issues including retirement, superannuation, estates, tax, investment strategies and risk management. Although I have moved interstate,, my confidence and trust in Joshua is such that I am continuing our relationship. I have recommended Joshua to a small number of friends and one family member and they have also reported that they are pleased with the focus and dedication that Joshua has brought to their individual circumstances.
Joshua is very impressive with his endless knowledge of all things financial, plus and amazing grasp on the workings and legislations of governmental legal obligations and requirements. Joshua has the ability to make the financial complex mysteries seem simple, with easy to understand and detailed explanations to any and all topics. He quickly identifies risks, gaps, pitfalls and short comings with ease and has immediate short term and long solutions to any financial challenge. Recently in my family’s time of greatest need due to a tragic medical challenge to a family member, Joshua truthfully has become a shining light, of common sense and legal obstacles. Guiding, supporting and managing my family’s best interest financially thru these unpleasant times. I cannot personally give him enough accolades or praise for his efforts on my behalf - Greg Heath
Josh is the type of adviser who tells you whats in your best interest not what in his best interest. His advice is personal and most importantly he is constant contact to make sure my circumstances have not changed and his advice is still relevant to my needs.
- Adviser status Gold
- Number of reviews 3
- First year providing advice 2010
- Years of experience 13
- Certified Financial Planner (CFP)
Plenary Wealth Pty Ltd3 Spring St
Sydney, NSW 2000
Walker Lane Pty Ltd