OUR TEAM

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.

Nathaniel joined Perspective Wealth Management in March 2026 after completing his studies and beginning his career in the financial planning industry. With a strong attention to detail and a genuine desire to support others, he enjoys being part of a team that helps clients navigate important financial decisions and work towards their long-term goals.

As part of the administration team, Nathaniel is responsible for preparing and reviewing client documentation, ensuring information is accurate, complete, and delivered efficiently. His commitment to maintaining high standards and supporting the advice process helps create a seamless experience for both clients and advisers.

Outside of work, Nathaniel enjoys spending time with friends and family, exploring new destinations, and experiencing different cuisines. His curiosity, easy-going nature, and appreciation for new experiences have shaped both his personal outlook and professional approach. As he continues to develop within the industry, Nathaniel is committed to building his knowledge and contributing to positive outcomes for clients and the wider Perspective Wealth Management community.