Josh's qualifications
At work
Josh is a Chartered Financial Planner and holds advanced qualifications in financial planning. He currently works as an Associate Financial Planner in our UK team and is planning to relocate to Melbourne at the end of the year. In his current role, Josh conducts annual review meetings and provides ongoing advice to our overseas clients whilst their funds remain in the UK. Soon, he plans to undertake Australian Financial Planning exams to become dual-qualified in both Australia and the UK.
Before joining bdhSterling, Josh worked as a Financial Planner at Mazars, where he honed his expertise in holistic financial advice. His experience spans cash flow analysis, retirement and investment planning, and protection strategies.
Originally from the south coast of the UK, Josh loves spending time on the beach. He is looking forward to enjoying more beach time in Australia when he moves there with his partner, who is originally from Melbourne. Josh is also an avid sports fan, particularly of football, cricket and golf, and he completed the 2025 London Marathon!