"I provide advice on structuring and managing blue chip equity portfolios, emphasising active ongoing managment strategies."
Josh has been working in the financial services industry since 2005. He has completed a Bachelor of Commerce (University of Melbourne), along with a Bachelor of Business (Economics and Finance) (RMIT). He possesses a strong background in banking, specialising in agribusiness and margin lending in previous roles.
Services and specialities
- Margin Lending and Gearing Strategies
- Options and Warrants
- Personal Insurance
- Portfolio Administration
- Self Managed Super Funds
- Superannuation Advice
Josh's investment approach is balanced long-term investing through blue-chip direct equities, whilst exploring short-term capital growth opportunities as they present. Whilst income and portfolio performance is paramount, Josh enjoys building relationships with clients to better understand their individual situations and tailoring holistic advice as required.
Industry Education & Experience
- Bachelor of Commerce, University of Melbourne, 2008
- Core 1 Securites & Managed Investments Accreditation Program, Deakin University, 2009
- Bachelor of Business (Economics & Finance), RMIT, 2007
- Stockbrokers Association of Australia
- Tax (Financial) Adviser
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Melbourne. My employer remunerates me as your adviser by way of percentage of fees. I am eligible to participate in a bonus scheme depending upon performance.
- Derivatives Level 1
- Financial Planning
- Life Insurance
- Managed Investments
- Margin Lending