Josh's qualifications
At work
Josh is a Chartered Financial Planner and holds advanced qualifications in financial planning. He currently works in our UK Paraplanning team, where he collaborates closely with our Financial Planners to compose recommendation letters, place currency trades, and perform complex calculations to help clients with their move to Australia. Josh also 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 also enjoys watching anything sports related, particularly football and cricket, as well as getting on the golf course as much as he can!