Areas of Expertise
Josh is an expert in financial advising, investing, mortgage broking & property and tax accounting. He helps members purchase property, manage their cash flow, develop investment strategies and with comprehensive tax strategies ensuing they all align with your long-term financial goals. His wealth of knowledge in property investment, lending structures, and wealth management ensures clients maximise their financial opportunities.
Recent Qualifications
- Flinders University
- Bachelor of Commerce (Finance and Accounting)
- Kaplan Professional
- Diploma of Financial Services (Financial Planning)
- Margin Lending & Geared Investments
- Self-Managed Superannuation Funds
- Fellow Chartered Financial Practitioner (FChFP)
- Bridging Ethics & Professionalism in Financial Services
- Curtain University
- Company Law for Business
- Property Law for Business
- Taxation of Trusts
- Institute of Public Accountants
- Member of the Institute of Public Accountants
- Associate Financial Accountant
- AAMC Training Group
- Certificate IV Financial Services (Mortgage Broking)
- Diploma of Financial Services (Finance & Mortgage Broking)
- Tax Agent Services Act 2009 (including the Code of Professional Conduct)
- Aged Care Steps
- Aged Care Specialist Adviser
Approach to Financial Advice
When it comes to financial advice, Josh doesn’t just crunch numbers, he crafts dreams! With a structured yet people-first approach, he dives deep into what really matters to you- your goals, your future, your peace of mind. Whether you’re chasing short-term wins or long-term legends, Josh is your go-to guide, mapping out a financial journey that’s as smart as it is secure.
Josh’s mission it to turn financial confusion into confidence by making finance fun. He empowers you to make savvy decisions, stay resilient through life’s curveballs, and feel totally in control of your financial destiny.
If you’re a business owner (or dreaming of becoming one) Josh is in his element! He thrives on helping entrepreneurs build strong foundations, structure their ventures like pros, and set their sights on success
Personal Interests
Josh enjoys building relationships with clients and engaging in meaningful conversations about finance and wealth creation. Outside of work, he is passionate about personal development, staying active, the mighty Adelaide Crows, spending quality time with his friends and family. He believes financial success should be both rewarding and enjoyable, making the journey as fulfilling as the destination.
Need expert financial guidance? Get in touch with Josh Wingrove today!