Authorised Representative number 001267479.
With breadth of experience across the Agri, SME Business & Retail sectors in financial services for NAB, Insignia & MLC assisting individuals, families and companies spanning circa 8 years, Josh is uniquely equipped to understand, and design tailored advice solutions for his client’s needs.
Based in the KPS Wealth Brisbane office, Josh is an active practitioner member AFP® of the Financial Advice Association Australia since 2018 (Previously Financial Planning Association of Australia). He holds a Graduate Diploma of Financial Planning as well as both a Diploma and Advanced Diploma in the same field of study. Josh provides a down to earth holistic approach to his financial advice service, helping reinforce financial positions and lifestyle needs no matter what stage of life.
Josh is a father of three, family holiday adventurer, avid mixed martial arts student and tragic Bronco’s supporter with immediate family in Toowoomba and North Queensland.