JOSH BURGESS

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.