Joshua personally built Synergy Private Wealth as a boutique advice practice – built for life enrichment. This is achieved through the power of a strong collaborative partnership, working closely with clients to define, plan and execute.
Joshua is passionate about helping his clients through many of life’s hurdles and has a proven ability to guide his clients through various stages in life. With the right foundations in place, Joshua’s clients have the comfort in knowing that they are in control so they can focus on things that matter most.
In 2019 Joshua decided to change his licencing partner and decided to be aligned with Fitzpatrick’s Private Wealth. This enabled Joshua to keep his promises to clients by providing advice that mirrors his own personal values.
Outside of being the principal adviser at Synergy Private Wealth, Joshua is married and has two young children. As a family, you’ll often find Joshua enjoying time with his wife and two young children at the beach.
- Bachelor of Business (Swinburne University)
- Advanced Diploma of Financial Services
- FPA Member
- Member of Royal Association of Justices of South Australia Inc.
Areas of expertise
Asset Protection and Business Structures
Insurance advice for individuals and business owners
Retirement Planning and Pensions
Self Managed Superannuation Funds (SMSF)
Tax Effective Wealth Strategies
Small to Medium Enterprises (SME)
Investment and Portfolio Construction
Divorce and Financial Settlements
Strategic Financial Advice
Key Person Insurance Strategies
Over 12 years, working in various roles.