Josh White

  • Financial security and freedom of choice – whether that be early retirement, travel, the ability to pursue a passion or purchase that dream home. I really enjoy working at a personal level with each client to maximise their opportunities.

Director – Private Wealth

Bachelor of Commerce

Diploma of Financial Planning

My Services – Financial Planning

  • Investment Advice
  • Superannuation Advice
  • Investment Strategy Construction
  • Personal Insurance
  • Retirement Planning

Describe yourself in 3 words – personable, active and honest

Favourite quote/saying – “The harder you work, the luckier you get”

What do you like to do outside of work? I like to keep fit and active by playing lots of sport.  Otherwise you will find me soaking up the sun at the beach with friends.

Contact us today to have a no-obligation discussion about how we can help you

Get in touch


Suite 101, Level 1, 84 Pitt St, Sydney NSW 2000
02 9190 8160


Level 2, Ethos House, 28 Ainslie Pl, Canberra City, ACT 2601
02 6171 9510


Level 1, 226 Leichhardt Street, Spring Hill QLD 4000
07 3188 3200

Postal Address

PO Box H170, Australia Square, NSW 1215

PO Box 209, Civic Square, ACT 2608

PO Box 559, Spring Hill QLD 4004