Authorised Representative number 001267479.
Hi there. I’m Josh Tallon, a financial adviser, straight-talker, deep thinker, and part-time translator of finance-speak into plain English.
I help people cut through the noise, make smarter financial decisions, and build strategies that actually suit real life.
With over a decade of professional financial advisory experience, I work with a broad mix of clients from busy professionals and business
owners to retirees, young families, current and former defence personnel, and those rebuilding after separation or divorce. Life’s rarely
straightforward, but your advice should be. What I do best is help you clarify your priorities, structure your financial world, and put a
plan in place that works in practice and is adaptable. Whether it's rebuilding confidence post-divorce, understanding compensation payments,
investing for future you, protecting your family with the right insurances, or navigating retirement with less stress and more freedom, I’m
here to guide you through it.
I hold a Graduate Diploma of Financial Planning, plus both the Diploma and Advanced Diploma in Financial Planning. I’m also an Accredited
Behavioural Finance Professional™ (ABFP®) and an active practitioner member of the Financial Advice Association Australia. But more than the
letters behind my name, it’s how I show up that counts. I’m big on empathy, practicality, and solutions that reflect your values and blends
in professional experience. No scare tactics. No cookie-cutter templates. Just honest conversations, well-thought-out strategy, and
support that evolves with you through life’s messier stages.
Based in our Brisbane office, I’m a proud father of three, devout coffee consumer, passionate regional traveller, and an advocate for SANE
Australia because mental health matters just as much as financial health. If you're after an adviser who listens first, speaks straight, and
works with you (not just for you), let’s chat.