Josh's details
About Josh
After ten years in the field of Aeronautical Engineering I found my true passion of investing and helping people achieve their most important personal objectives. It was perfect when I secured the opportunity to be part of the Client Services Team at Aretian Wealth Management in 2021.
Having changed industries I bring with me a range of interpersonal skills and enjoy the challenges of working with people and keeping clients really happy.
I have successfully completed the CII Level 4 Diploma in Regulated Financial Planning and attained a distinction in the apprenticeship program. I am excited to continue my journey as a fully qualified Independent Financial Adviser with the invaluable support of the Aretian Wealth Management team.
The part of my job I enjoy the most...
Exceeding client expectations.
When I'm not at work, you'll find me...
Keeping my body healthy by keeping fit in some shape or form, whether it’s; badminton, swimming, golf, surfing, skiing or yoga, I’ll get involved in pretty much anything.
Then keeping my soul healthy, I’ll read or listen to enhancing books such as; Awaken the Giant Within (by Tony Robbins), Crushing It! (by Gary Vaynerchuk), High Performance (by Jake Humphrey & Damian Hughes), Rich Dad Poor Dad (by Robert Kiyosaki) and Mental Fitness (by Ant Middleton) to name a few.
That then leaves keeping my brain healthy, therefore I’ll be exploring the investing world. That may be researching the latest developments in; the Virtual/Augmented Reality environment, views on the markets or simply getting stuck into the next professional qualification.