Josh Whybrow

ASSOCIATE ADVISER

Josh is an expert in applying his technical experience and collaborating with the client facing advisers in developing optimum strategies for new clients and reviewing and enhancing the position of ongoing service clients. Josh develops and constructs comprehensive, quality and compliant strategy and advice documents for advisers that are tailored, researched and technically accurate, and valuable to our clients.

He has a passion for developing strategies in investments, superannuation, retirement strategies and how these interact with government benefits such as age pension, disability support pensions, carer payments/ allowances and health care cards. Josh also has an in depth understanding of SMSF’s, trusts and companies. Josh’s academic and professional qualifications:

• Bachelor of Economics with Honours

• Advanced Diploma of Financial Planning

• Financial Planning Association (FPA) - Associate Member