Josh joined Evans and Partners in 2018 as an Associate within the Private Wealth Management team, where he assisted with portfolio management and reporting as well as the formulation and execution of investment advice for high-net-worth clients.

Progressing through the ranks, Josh is now an Associate Adviser at the firm, where he is primarily responsible for building and developing client portfolios, with a focus on tailoring investment strategies to meet a client’s preferred outcome.

Josh holds a Bachelor of Commerce from the University of Melbourne, with majors in Finance and Management, a Graduate Diploma of Financial Planning from Kaplan Professional, an Accredited Derivatives Adviser Level 1 and Level 2 qualification and has successfully completed the ASIC Financial Adviser Exam.

  • High-Net-Worth Investing
  • Personal Investment Advice