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Getting to know

Josh Bareham

Financial Adviser | Brisbane

B. Comm (Financial Planning & Accounting)

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 is passionate about providing goal driven advice, and strategic and technical support for clients.

Outside of work, Josh is an avid rock climber, spending a lot of time at the climbing gyms around Brisbane. He is also an experienced foodie.

  • Areas of Expertise
    • Deposit and Payment Products – Basic Deposit Products
    • Government Debentures, Stocks or Bonds
    • Investment Life Insurance and Life Risk Insurance Products
    • Managed Investment Schemes including IDPS
    • Retirement Savings Accounts
    • Securities
    • Superannuation
  • 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.

  • What’s your favourite thing about being part of the MWS 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.

  • 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.

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

    Keep on doing what you’re doing. It gets you to where you are today.

  • What's your weirdest office habit?

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

Articles Written By

Josh Bareham

Grandfather and child dodgem cars

11 May 2023

When Should You Get A Financial Advisor?

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CLIENT TESTIMONIAL

Ben and the team have been such an asset to our wealth building journey. They’re always readily available for help and advice, specific to our particular scenario. It has been a pleasure working with this team and look forward to many more interactions in the future.

Erika D
CLIENT TESTIMONIAL
Having come from a planner where we were very disappointed, it has been a refreshing change dealing with Ben & the team at MWS. They are responsive, helpful, go above and beyond to answer questions and most importantly we have found it easy to understand the finance speak and to actually understand what our money is doing. Thanks for a great experience so far!
Rochelle
CLIENT TESTIMONIAL

Guy and the team have given us peace of mind and confidence in our financial future. They keep us engaged and informed, make it easy for us to ask questions and provide us with tangible results in our regular reviews. We would recommend them to anyone.

Michael E
CLIENT TESTIMONIAL

Nikki and the team have proven invaluable to my financial control and wealth management, I would highly recommend the team at My Wealth Solutions to anyone in any financial situation. 11/10

Ethan M
CLIENT TESTIMONIAL

Excellent service! My girlfriend and I were looking for ways to maximise returns to make to most out of our money. We needed someone with more knowledge in the financial sector than ourselves who we could bounce ideas off and come up with strategies that we hadn’t thought of. Ben and the team at My Wealth Solutions have done exactly that. They have been available for us to ask questions and have been patient with their explanations making sure we understand.

Russell D
CLIENT TESTIMONIAL

Robert Creaton and his skilful team helped me and my wife through the process of financial planning by guiding us to take the right steps. I would recommend Robert and My Wealth Solutions to anyone who wants to secure their future without any stress.

Amit M.
CLIENT TESTIMONIAL

We’ve had a great experience at My Wealth Solutions. The team has been very professional and they send updates so we can track how we are going. Robert has made us feel comfortable about our financial future.

Kylie F.
CLIENT TESTIMONIAL

Ben and his team at MWS are very easy to communicate with and they take the time to explain the nuances involved in financial advice as well as being transparent with costs associated, which is refreshing and trustworthy.

Andrew P.

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