Supervisor Dominic O’Regan ARN: 1270974
Memberships & Qualifications:
Diploma of Financial Planning (RG146)
Advanced Diploma of Financial Planning
As Josh embarked on his career in financial services, he quickly realised the positive impact a Financial Adviser could have on shaping the present and future quality of a client's life. The ability to deliver financial peace-of-mind and assist clients in achieving their goals, became a driving force in his professional development.
Today, with over six years of demonstrated experience in financial services, Josh is currently in the process of completing his Professional Year. With his natural ability to review and simplify complex strategies, Josh has shown an excellent ability to deliver outcomes that exceed clients' expectations.
With a distinguished sporting background, Josh embodies the values of teamwork, resilience, and an unwavering commitment to excellence. His dedication to health and well-being, combined with an unparalleled determination, ensures he never gives up in the pursuit of his goals. These skills have extended to Josh’s professional life, where he takes great pride in supporting colleagues and clients alike, creating an environment of trust and growth for all involved.
Away from the office and when he’s not studying, you can find Josh keeping fit in a range of indoor and outdoor sports, as well as barracking for the Broncos.