Perspective Wealth Management
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    • Home
    • About
      • OUR COMPANY
      • OUR CLIENTS
      • OUR TEAM
    • Services
      • WHEN WE CAN HELP
      • OUR SERVICES
    • BLOG
    • Contact
Perspective Wealth Management
  • Home
  • About
    • OUR COMPANY
    • OUR CLIENTS
    • OUR TEAM
  • Services
    • WHEN WE CAN HELP
    • OUR SERVICES
  • BLOG
  • Contact

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.


Uriah Neubauer

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. 

  

View our Financial Services Guide & Adviser Profile 

 

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


General advice warning:  This   information is general advice. We have not considered your objectives, personal or financial circumstances. You should consider the appropriateness   of the advice for your circumstances before making any decision. You should   obtain and consider the relevant Product Disclosure Statement and seek the   assistance of an authorised financial adviser before making any decision   regarding any products or strategies mentioned in this communication. To the   maximum extent permitted by law, no person including Alliance Wealth Pty Ltd nor its related entities, employees or representatives accepts responsibility   for any loss suffered by any person arising from reliance on this information.

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