WHO WE ARE
About Us
Owner and Principal Paraplanner
Josh Martin
Boasting over two decades of expertise in the financial sector within Australia and the UK, Josh has been instrumental in bolstering adviser support since 2009. His roles have spanned across diverse financial planning firms, serving as an in-house paraplanner and Authorised Representative for several Licensees. Josh's extensive skill set, encompassing client services, product research, and the crafting and delivery of advice, positions him as a valuable asset in delivering precise, compliant, and client-centric advice.
