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Josh Bareham

Financial Advisor B. Comm (Financial Planning & Accounting)

Josh has worked in financial planning industry for seven years, with a history of specialised advice for medical professionals.

Josh Bareham
Experience

Josh has worked in financial planning industry for seven years, with a history of specialised advice for medical professionals. Originally hailing from the Sunshine Coast, he completed his Bachelor of Commerce (Financial Planning and Accounting), at the University of the Sunshine Coast.

Josh has worked at My Wealth Solutions for five years, first as a para-planner and associate, providing strategic support to the team.  Working as a qualified Financial Advisor for over 3 years now, he is gaining a reputation for helping clients achieve their financial goals.

Expertise
Families scaling upFamilies starting outHigh-income PlanningInheritance or Lump-sum PlanningInvesting & Portfolio ConstructionLoan Structuring & Debt RecyclingProperty InvestingRetirement PlanningWealth Creation
Expert advice by Josh Bareham
Financial Planning
When Should You Get A Financial Advisor?
By Josh Bareham
Get to know Josh Bareham

What do you wish people knew about financial planning?

That there’s more to financial planning than just investing. It’s about helping you define your goals and creating the path to get there.
Get to know Josh Bareham

What is your favourite thing about being part of the My Wealth Solutions team?

It’s a great team of people who are all out to achieve the best for our clients but we still enjoy ourselves while doing it.
Get to know Josh Bareham

If you could give one piece of advice to the Josh from 10 years ago, what would it be?

Keep on doing what you’re doing. It gets you to where you are today.
Get to know Josh Bareham

What’s your weirdest office habit?

My most annoying habit is correcting people’s grammar all the time.

Let’s have a chat, obligation free!

3 colleagues smiling at the office

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