Josh values being able to help clients with solutions to generate, manage and protect their wealth, so that they can achieve their full financial potential. He assists his clients to navigate through the complex and everchanging geopolitical, macroeconomic, investment, product and legislative landscapes, to find an ideal solution to their needs.
Josh has built and sharpened his skills at a range of leading Australian financial institutions since 2013, such as Bedford Chartered Accountants (an AFR Top 40 Accounting Firm specialising in Tax), Valor Private Wealth (a private wealth firm specialising in Direct International Equities) and Westpac Banking Corporation.
Josh has deep knowledge of financial strategies that have been developed since he was first appointed as an Adviser within Valor Private Wealth in 2015. He later joined Findex in 2018 as an Associate Adviser, and in November 2019 he was promoted to an Adviser, leading the Wealth Management Business Unit in Far North Queensland, based in Cairns.
In February 2022, he returned to Sydney to continue his career closer to his family which is where he is based today.
In 2019, Josh earned the highest globally recognised financial planning designation, becoming a Certified Financial Planner CFP®, having achieved a weighted average mark throughout the AQF Level 8 course of 85% whilst also working full time. This qualification requires Josh to complete 40 hours of additional study each year as Continuous Professional Development to ensure his knowledge stays up to date.
Josh is also a provider of tax (financial) advice services, which requires additional Continuous Professional Development each year. Josh has an Advanced Diploma in Financial Planning (ADFP) and has completed a Bachelor of Commerce, majoring in both Accounting and Finance from Macquarie University, Sydney.
During his degree he achieved Credits and Distinctions in ‘Money and Finance’, ‘Issues in Applied Finance’, ‘Macroeconomic Analysis’, ‘Security Pricing and Hedging’, ‘Statistics’ and ‘Microeconomic Principals’ among others. Josh’s strong educational background, combined with extensive experience within both the Accounting and Financial Services industries, gives him a unique insight into providing solutions to his clients.
He is able to see client goals through both lenses (Taxation and Financial) and this ensures he can locate all opportunities available for his clients and have all strategies on the table for meeting their objectives.
Personally, he has a highly organised approach, sharp attention to detail, and the drive to deliver exceptional service and outcomes to his clients each and every time. He is well known for leaving no stone unturned in his mission to help them, or any of their friends or family he has been entrusted with.