JOSH BURGESS

FINANCIAL PLANNER

Josh is a Certified Financial Planner (CFP) with over 10 years of experience in financial services.

He has been a Financial Planner advising clients for the past 3 years and thoroughly enjoys the client relationship aspect of the advice process.

Josh enjoys getting to know clients on a deep personal level; their personalities and wants, needs, goals, apprehensions, aspirations etc so that when technical knowledge is applied it is individualised and most impactful.

Along with his Certified Financial Planner (CFP) designation, Josh also holds a Master of Financial Planning, Bachelor of Business and a Bachelor of Commerce. Continued education has always been a focus of Josh through his financial planning career to ensure he is giving his clients the most appropriate and beneficial advice possible.

Josh enjoys food, travel, hiking, cooking, tennis, margaritas and spending time with his wife and young daughter in his spare time.

Varsity Lakes Office

Phone: 07 5580 9489

Address:
Suite 1303, Lakeside 2, Bermuda Point
1 Lake Orr Drive, Varsity Lakes QLD 4227

Email: [email protected]

Mailing Address:
PO Box 1040 Burleigh Heads QLD 4220

Kirra Office

Phone: 07 5536 1301

Address:
60 Musgrave Street, Kirra QLD 4225

Email: [email protected]

Mailing Address:
PO Box 855, Coolangatta QLD 4225

Brisbane City Office

Phone: 07 3067 7960

Address:
Suite 3, Level 25
215 Adelaide Street, Brisbane City QLD

Email: [email protected]

Mailing Address:
PO Box 845, Brisbane QLD 4001

Brisbane South Office

Phone: 07 3392 0077

Address:
Level 1 Suite 2 4 Clunies Ross Ct, Eight Mile Plains Qld 4113

Email : [email protected]

Mailing Address:
Suite 375, 7 Clunies Ross Ct,
Eight Mile Plains QLD 4113.

Mermaid Beach Office

Phone: 07 5534 5885

Address:
Level 1, 8/2431 Gold Coast Highway, Mermaid Beach QLD 4218

Email : [email protected]

Mailing Address:
PO Box 164, Mermaid Beach QLD 4218.

Signate Private Wealth is an Authorised Representative of SGN Financial Pty Ltd ABN ABN 40 120 395 904, AFSL 490523.

General Advice Warning

This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.

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