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Josh Kelly

Perspective Wealth Management Pty Ltd

Bronze
7 Yrs Experience
Burleigh Heads, QLD 4220

Perspective Wealth Management is a boutique financial services firm based on the Gold Coast. We offer holistic and comprehensive financial advice, tailored specifically to you.

We aim to provide you with a view of your ideal 'big picture', an understanding of what's important, and an insight into life's possibilities - a different perspective.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

At a glance

  • Adviser status Bronze
  • First year providing advice 2017
  • Years of experience 7
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Perspective Wealth Management Pty Ltd

Suite 2, 16 Hill Ave
Burleigh Heads, QLD 4220

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Alliance Wealth Pty Ltd

AFSL 449221