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Joshua White

Financial Adviser

Direct Wealth Pty Ltd
Paddington, QLD 4064

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About

Joshua White is an ASIC-registered financial adviser based in Paddington, QLD, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Joshua holds a Bachelor of Economics and a Bachelor of Commerce from the University of Queensland, complemented by a Master of Financial Planning from Griffith University, ensuring a robust foundation of knowledge and expertise. Joshua is authorized to provide advice on a broad range of financial products, including superannuation, insurance, wealth management, and retirement planning. He can assist with Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities, offering a holistic approach to financial well-being. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Joshua is committed to providing clear, understandable advice to help you make informed decisions about your financial future. Contact Joshua today to schedule a consultation and take the first step towards securing your financial well-being.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Superannuation advice Retirement planning Wealth management Insurance solutions Investment strategies

Client Types

Personal Investors

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000449221

Verify on ASIC Register

Authorised Representative Number

001306241

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Joshua White offer?

Joshua White offers advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities.

What are Joshua White's qualifications?

Joshua White holds a Bachelor of Economics and a Bachelor of Commerce from the University of Queensland, as well as a Master of Financial Planning from Griffith University.

How does Joshua White tailor financial advice to individual client needs?

Joshua White provides personalized advice by first understanding each client's unique financial situation, goals, and risk tolerance. This comprehensive approach ensures that the strategies and recommendations align perfectly with their individual needs and aspirations.

What can I expect during my first consultation with Joshua White?

During your initial consultation with Joshua White, you can expect a discussion about your current financial situation, your future goals, and any concerns you may have. Joshua will then outline how he can assist you and explain the process moving forward.

Does Joshua White provide ongoing support and advice?

Yes, Joshua White is committed to building long-term relationships with his clients. He provides ongoing support and advice to ensure your financial plan remains aligned with your evolving needs and goals.

Get in Touch

Contact Joshua directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.