Financial Planner Profile

Name: Joshua White

Qualifications: 
Open University
Business, Financial Planning and Services

Kaplan Professional
Financial Services, Financial Planning and Services

Josh White has worked in the financial planning industry since 2010. His career started in Sydney but he transitioned to Perth in 2013. Josh’s passion lies in the world of the investment markets and he enjoys assisting people develop reasonable strategies to create wealth.

Josh is an authorised representative of Financial Wisdom (AFSL 231 138) to provide services in investments, insurance and superannuation. Josh will analyse your current situation, needs and goals to then consider options for implementation. His focus will then turn to consider appropriate progress meetings to ensure you are on track.

Josh was a keen hockey player, representing both at national and junior international level. He still plays in the Perth premier league with the Fremantle Hockey club and is a daily exerciser who enjoys watching the Sydney Swans in the AFL.

Financial Planning Services:

  • Strategic Planning
  • Business Analysis

  

  • Life Insurance
  • Estate Planning