OUR TEAM

Joshua Kelly

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.

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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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