“There’s a big difference between your risk capacity, your risk tolerance and your required risk. And that’s important. These are critical in designing investment outcomes.”
Josh is a multi-award-winning adviser specialising in strategic and technical wealth management, and features on the prestigious list of Most Trusted Australian Advisers, by the Beddoes Institute. He has also been Securitor New South Wales ‘Adviser of the Year’.
Josh blends country values with a fine education and is renowned for his solid, honest advice delivered without fear. He sees his job as educating his clients so they can make a good decision, knowing they understand the full implications of that decision in the short and long term.
He is a Certified Financial Planner CFP® and has a Bachelor of Commerce, plus a 20-year record of successfully partnering with business owners and individuals to organise and optimise their wealth management strategies. Josh is also an Authorised Representative of Pitcher Partners Private Wealth Pty Ltd.
Qualifications and memberships
- Certified Financial Planner CFP®
- PS146 Knowledge Assessment (IntegraTec)
- Bachelor of Commerce (University of Newcastle)
- Member of the Financial Advice Association Australia (FAAA)
