I empower individuals to realise their visions and achieve their financial goals with confidence, ease and joy.
I have been in the financial service industry since 2008 and have been directly managing my client’s affairs since 2010. My qualifications include an Advanced Diploma of Financial Planning and I’m a qualified Age Care & Self Managed Superannuation Fund Adviser. I am a member of the Association of Financial Advisers.
My main interest in financial planning is pre-retirement and retirement planning through wealth protection and wealth creation. I’ve helped many people from all walks of life; from doctors to partners of accounting firms to pre-retirees, educators and even young professionals.
So, no matter what stage of life you’re at, I’m excited to help you make a plan!
From investing for the first time, to helping you work towards and enjoy retirement and, eventually, ensuring your estate and legacy are arranged to give you peace of mind. Nothing makes me prouder than seeing my clients gain the confidence to make informed decisions around their finances and achieve their lifelong goals.
Outside of helping my clients, I enjoy spending time with my wife, testing the odd craft beer and tending to our little tropical garden in our backyard.
In 2019 I welcomed my first child and have been living up to the challenge of a very busy work life and playing stay at home dad on the weekends while my wife pursues her entreprenuerial endeavours!
Feel free to reach out about anything finance either here or on Financial Framework's website.
You can view my bio and the company page by visiting here:
I've always felt a bit embarrassed by my lack of financial nous and despite having had a good income and existing super plans in place, I knew I really needed to get on top of debt and take an active approach to my financial future. Josh makes me feel confident and secure. In our early chats, he reminded me he's done all the training so he's supposed to know how it works- I haven't so I don't have to feel guilty or stupid ;). My husband was also really impressed by Josh's ability to listen and understand both our wants and our needs, and create a plan to give us those. He is 'human' and real and I feel totally assured he has my best interests at the centre of the plans.
I am extremely confident in and happy with the financial advice that Joshua has given to me for securing an ongoing, worry free retirement. He has skilfully and professionally transitioned my super and pension into a new product. Joshua is a very good communicator of the obvious knowledge and experience that he has of really all the relevant aspects; he has been very attentive and sensitive to, and understanding of my current situation and future needs. And he does all of this with confidence and genuine enthusiasm. I can highly recommend Joshua as a financial adviser.
I am extremely happy with the service and advice Joshua has always provided and have absolute confidence that he will work towards keeping my financial future secure. Joshua has always been very friendly and professional to deal with from Day 1.
Josh has gone over and above for me. He's been able to get me on track with much better financial habits and given me the confidence that I'll be fine when it comes to retirement and meeting my needs over the next couple of years as well. The use of small achievable goals has really helped to make the future clearer with long term and short term considerations.
Josh is always ready to help with any questions . We find Josh easy to talk to and a pleasure to do busines with. Alan & Rose.
- Adviser status Silver
- Number of reviews 21
- First year providing advice 2014
- Years of experience 9
- Advanced Diploma of Financial Planning
Financial FrameworkLevel 1, 3 Rosslyn St
West Leederville, WA 6007
- 9:00am – 5:00pm Monday – Friday
Synchron Advice Pty Ltd