Josh’s Mission

I help my clients navigate the ever-changing financial landscape through providing clear, quality advice that is easy to understand.

I am passionate about working closely with clients to understand what’s truly important to their situation. I deliver advice that is helpful, practical and makes a genuine difference to their lives. My success is founded on my ability to interact easily with people and build long-term relationships.

I have been working in financial services for over 30 years and have been providing personal financial advice for over 20 years.  For most of that time I have specialised in the provision of advice to people who have received compensation and TPD insurance payments, along with retirement decisions, or the receipt of a lump sum. Prior to joining EFS Advice, I am proud to say that I had ongoing financial advice relationships with a number of clients of more than 20 years.  It was a privilege to go on the journey with them!

I have completed a Bachelor of Commerce degree at Western Sydney University, a Diploma of Financial Planning and am a Certified Financial Planner. I am also a member of the Financial Advice Association Australia.

After university I administered large corporate superannuation funds in the early 1990’s, and so for me, the complexities around superannuation are second nature. Understanding how superannuation funds work is critical in a lot of the advice we provide.  I have recently joined EFS Advice and reconnected with trusted ex-colleagues, who are also my friends.

Outside of the workplace, I have a partner, two daughters, a stepdaughter, a stepson and 2 granddaughters. I enjoy quality time with my family and am a very keen lover of all things motor sport.