Joshua Gray

As a Financial Adviser, I focus on helping clients understand their money better and make sense of the complex financial world. My advice focuses on setting lifestyle goals and implementing tailored advice to ensure our clients can achieve financial wellbeing. I am passionate about standing by our client’s side, celebrating their successes and achievements, but also being there when it matters most during those challenging times. 

I have completed a Bachelor of Commerce majoring in Financial Planning and Accounting, proving my appeal to the numbers-side of financial planning. However my favourite aspect of being a Financial Adviser is building long-lasting and authentic relationships with clients and being an integral guide to our clients so they do not have to worry about the ‘economy’ or  the ‘what-ifs’, knowing that we have curated a plan for those exact scenarios.

When I am not helping clients like you - you'll find me pursuing my other hobbies – camping at Copeton Dam, travelling to snow skiing destinations across the globe, and a growing appreciation for cooking.

My primary passion though, lies in all things with a motor, whether it be boating, jet-skiing, 4WDing, and motorcycling. My dream goal is to attend the Monza F1 Grand Prix.