Financial Planner Member of the FPA
Josh has worked in the financial planning industry since 2006 and has experience working with a number of boutique financial planning businesses and large banking institutions.
He has developed considerable experience across investment markets, insurance products with a specialisation in the pre and post retirement planning sector. Most recently Josh was a financial planner with CBA Financial Planning and managed a large portfolio of ongoing service clients in Brisbane’s western suburbs.
Josh brings a wide range of skills knowledge and experience to the RACQ Financial Planning team (previously known as QT Financial Planning). He has assisted and supported successful people to make smarter financial decisions and achieve their most important goals. Josh is a qualified Financial Planner holding a Bachelor of Commerce majoring in Banking and Funds Management from Griffith University and an Advance Diploma of Financial Planning. He is currently a member of the Financial Planning Association of Australia (FPA) and the Association of Financial Advisors (AFA).