joshua gray

associate adviser

Josh has completed a Bachelor of Commerce majoring in Financial Planning and Accounting from Griffith University. Josh’s favourite aspects of being an Associate Adviser is being able to support James in providing financial empowerment to clients, and assisting them in meeting their financial goals.

Josh looks forward to expanding his industry knowledge by undertaking the Professional Year programme and completing the requirements to be a fully qualified Financial Planner.

The implementation of tailored advice, and watching as clients achieve financial wellbeing is what motivates Josh.

Josh commits himself to building long-lasting and authentic relationships with clients in order to provide them piece of mind.

When not in the office you will find Josh walking his dog Bailey, going camping at Lake Arragan or riding his BMW motorbike.