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.
Book an appointment today with Josh and find out how he can assist you with your financial goals.