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.
Expertise
Recent reviews
At a glance
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Adviser status
Gold
- Rating
- Number of reviews 3
- First year providing advice 2010
- Years of experience 15
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Highest qualification
- Certified Financial Planner (CFP)
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Language spoken
- English
Plenary Wealth Pty Ltd
3 Spring StSydney, NSW 2000

Licensed by
Walker Lane Pty Ltd
AFSL 509305
