Client Services Officer - Review Team
B.Bus (Financial Planning & Management)
With his Bachelor of Business from CQU, and a desire to build a career in Financial Services, Josh is a valued member of our Review team. As a Client Services Officer, he assists with completing review tasks and ensuring our clients have a thorough overview of their situation at the Review meeting.
Outside of work, Josh enjoys playing basketball, walking his dogs and spending time with his family and friends.
Everyone is easy going and willing to help out if you have any questions.
It is never too early or too late to seek financial advice.
Invest time in learning new skills, be open to change and do what makes you happy.
Forgetting my AirPods are in my ear and leaving them in all day.
The path to achieving financial success and security starts with sitting down with an expert financial advisor.
