Joshua Lane
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Financial Planner Profile

Name: Joshua Lane

Qualifications: Advanced Diploma in Financial Planning (2016), Diploma in Financial Planning (2015)

Joshua began his career in the finance advice industry in 2010 at the Vanguard Group in Scottsdale, Arizona. While working, Joshua completed his Bachelor’s in International Business at Arizona State in 2013 and the Series 6 and 63 United States Security Licenses. Using the philosophy of Vanguard, Joshua became dedicated to providing the best customer service and focusing on client’s best interests when giving advice to both first-time investors and high net worth clients. After moving to Australia, Joshua completed his Advanced Diploma in Financial Planning in 2017, and Joshua is currently completing his Master’s in Financial Planning. Joshua began his career with Hudson Advisory as an associate advisor in 2018