Josh has worked in financial planning for four years, with a history of specialised advice for medical professionals. Originally hailing from the Sunshine Coast, he completed his Bachelor of Commerce, majoring in Financial Planning and Accounting, at the University of the Sunshine Coast.
As a member of the My Wealth Solutions team for two years, Josh has now commenced a new role as a Financial Advisor. His previous role involved providing paraplanning and other ongoing strategic support to the team. He has now moved into an advisor role in order to have more personal involvement in helping his clients achieve their goals.
Outside of Work
As an avid rock climber, Josh spends most of his evenings at one of the climbing gyms around Brisbane.
What’s your favourite thing about being part of the MWS team?
Its 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.
What's your favourite book, movie and food?
Book: Harry Potter by J.K. Rowling (the whole series)
Movie: Bill and Ted’s Excellent Adventure & Bogus Journey
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.
What's your weirdest office habit?
Most annoying habit* Correcting people’s grammar all the time.
What's the one thing about you that people would be surprised to learn?
I have Chinese heritage.
If you could have dinner with anyone past or present, who would it be and why?
Alexander the Great – one of the greatest generals in the history of the world, he’d have some pretty interesting leadership insights and some good stories to go with them.