Congratulations! You are a qualified Financial Adviser.

Josh Gray - Financial Planner

It is with much happiness that Evolution Financial Planning can announce that Joshua Gray has completed his Professional Year and is now a qualified Financial Adviser.

When I first spoke to Josh about working in our firm, I made it clear that he would have to undertake at least 2 years as a Client Service Manager so that he would really understand our processes and how we work with clients. Upon him agreeing to this and working with me, I soon back tracked on that requirement because I knew that Josh was more than ready to develop and grow into a Financial Planner with me.

The Professional Year compared to the requirements when I began as a Financial Adviser has been much more arduous. Minimum training obligations of 100 hours plus sitting in on all client meetings and passing an ethics exam and then having my trust that Josh could listen, advise and guide our clients to make the smart investment decisions for their retirement have all been challenges which he has overcome with enthusiasm and professionalism.

Any of our clients who have worked with Josh know his abilities and I hope that he will stick around for many years to come.

Josh has the brightest future and I know he will make a significant difference in the financial lives of those he meets.