Josh has been working in the financial planning industry since 2015. As well as working in range of roles which have allowed him to gain widespread experience, Josh has also completed a Bachelor of Business and Masters of Financial Planning through Griffith University. The combination of passion for the industry, education and experience has lead Josh to helping his clients achieve meaningful outcomes and results.
Originally from Port Macquarie on the NSW mid-north coast, Josh has always had a passion for helping people. His relaxed approach in day-to-day life, outlook on what's important, and traditional values have transferred into a professional and authentic client experience.
Establishing Perspective Wealth Management in 2020, Josh is committed to continuing to help everyday Australians breakdown their preconceived probabilities and open them up to life's possibilities - changing people's perspective.
Born and raised on the Gold Coast, Uriah has been eagerly nearing the completion of his bachelor’s in finance at Griffith University. Uriah’s prior experiences in customer-orientated roles sparked his desire to collaborate and thrive within the fast-paced financial sector. He strives to deliver exceptional service and support to the clients and advisers within the firm.
Motivated by ambition and curiosity, Uriah eagerly joined Perspective Wealth Management in 2024 to take the next step in his professional career. Applying his critical thinking and problem-solving skills as a Client Service Officer in the firm, Uriah hopes to grow his knowledge within the industry while simultaneously building positive and productive relationships with clients.
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Joshua Kelly Authorised Representative No. 1255974
Perspective Wealth Management Corporate Authorised Representative No. 1282906
Perspective Wealth Management Pty Ltd ABN 98 639 529 749
Authorised Representative of Alliance Wealth Pty Ltd ABN 93 161 647 007 | AFSL 449221
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