Josh is Managing Director at Concept Benefit Planning, and is a long-term industry professional with 25 years of experience. He joined Concept in 1995, after previously working at Zurich Life and MLC.
Josh holds an MBA and a Diploma of Financial Services, is an Affiliate of The Australian and New Zealand Institute of Insurance and Finance, and is a member of the Association of Financial Advisers.
Josh’s vast knowledge, experience, commitment, and understanding of the industry allows him to provide a unique solution to your insurance requirements. The personal service both he and his staff provide, as well as their implementation and monitoring of your plan, ensure your tailored portfolio is right for you when you need it most.