Josh is a fully accredited Financial Adviser at Insight Wealth Planning, committed to helping clients navigate their financial futures with confidence and clarity. Originally from Port Stephens, Josh moved to Newcastle and joined the Insight team in 2022, where he has built his knowledge and skills from the ground up.
With a Bachelor of Commerce (Finance and Accounting) and a Graduate Diploma in Financial Planning, Josh brings strong technical expertise to his role, including specialist accreditation in Self-Managed Super Funds (SMSFs). He supports clients in maximising their superannuation, protecting themselves and their families through insurance, assisting with insurance claims, and developing strategic investment plans designed to grow and safeguard their wealth over the long term.
Josh values Insight Wealth’s genuine, client-centred approach and is dedicated to providing clear, jargon-free advice that empowers clients to make informed decisions. His hands-on experience and attention to detail ensure every recommendation is both effective and personalised.
Outside of work, Josh enjoys surfing, CrossFit, and spending quality time with his partner and friends.
If you’re looking for a knowledgeable and approachable adviser who listens first and builds strategies that fit your life, Josh is here to help you achieve your financial goals.
