When you first deal with Josh, it will become apparent that your goals are his main priority. He takes great pride in building and maintaining a long-term relationship with As an active member of the Association of Financial Advisers (AFA) committee, Josh believes that giving back to the financial advice community will ensure access to better financial advice for more Australians. Josh will love to push you out of your comfort zone to help you achieve what you never thought was possible! He’s driven by seeing his clients succeed and takes the same approach in his personal life, setting himself short, medium and long-term goals whilst living by his number one rule: Enjoy life!
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Expertise
My fees
I offer a free initial consultation for potential new clients. Get in touchWe offer a obligation free meeting to see if the relationship is suited for both you and our business. After this a fixed fee is discussed and agreed upon before moving forward.
Recent reviews
At a glance
- Adviser status Platinum
- Rating
- Number of reviews 33
- First year providing advice 2011
- Years of experience 13
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Highest qualification
- Fellow Chartered Financial Practitioner (FChFP)
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Language spoken
- English
Pursue Wealth
Ground Floor, 101 Moray St
South Melbourne, VIC 3205Opening hours
- 9:00am – 5:00pm Monday – Tuesday, Thursday – Friday
- 9:00am – 5:00pm Wednesday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Achieving Your Dreams Pty Ltd
AFSL 552419