Joshua Gray
Financial Adviser
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About
Joshua Gray is an ASIC-registered financial adviser based in Ballina, NSW, dedicated to helping individuals and families achieve their financial goals. With a Bachelor of Commerce in Financial Planning & Accounting from Griffith University (2021) and further studies in Estate Planning (2023), Joshua possesses a strong foundation of knowledge and expertise. Joshua is authorized to provide advice on a comprehensive range of financial products, ensuring his clients receive well-rounded and tailored strategies. This includes superannuation advice, insurance solutions, wealth management, and retirement planning. He can also provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Joshua is committed to providing clear, straightforward advice to help clients navigate the complexities of the financial landscape. • Superannuation Advice • Insurance Solutions • Wealth Management • Retirement Planning • Investment Advice Ready to take control of your financial future? Contact Joshua Gray today to schedule a consultation and discover how he can help you achieve your financial aspirations.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Joshua Gray offer?
Joshua Gray provides advice on a range of financial products and services, including superannuation, insurance, wealth management, retirement planning, and investments. He tailors his advice to meet your specific needs and goals.
What are Joshua Gray's qualifications?
Joshua Gray holds a Bachelor of Commerce in Financial Planning & Accounting from Griffith University and has completed further studies in Estate Planning. He is also an ASIC-registered financial adviser.
How does the financial planning process work with Joshua Gray?
The process typically begins with an initial consultation to understand your financial situation, goals, and risk tolerance. Joshua will then develop a personalized financial plan and work with you to implement and monitor your progress over time.
What should I expect during my first meeting with a financial advisor?
During your first meeting, you can expect to discuss your current financial situation, your short-term and long-term goals, and any concerns you may have. This is also an opportunity to ask questions and get to know Joshua to see if he is the right fit for you.
Can Joshua Gray help with my retirement planning?
Yes, Joshua Gray specializes in retirement planning and can help you develop a strategy to achieve your retirement goals, including superannuation advice, investment strategies, and income planning.
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