Josh's work experiences span various key responsibilities in US Bookkeeping (3+ years) and AU Paraplanning (3+ years).
Josh is an experienced Paraplanner with over 3+ years of experience in providing essential support to Australian Financial Adviser in preparing and writing strategic Statement of Advice and Record of Advice in relation to the below key areas:
- Personal Insurance
- Investments (Bonds, TD, SMAs, Model Portfolio, ETFs & Shares, Managed Funds)
- Debt Management
- Superannuation & Retirement Planning (including SMSF)
- Centrelink Benefits
- Estate Planning
- Companies & Trust (few)
- Needs Analysis and Insurance Quote generation
- Product Comparison through XPLAN
- Cashflow & Modelling projections through XPLAN
On the other hand, with a solid background in bookkeeping and a commitment to accuracy, he is dedicated to ensuring that your financial operations run smoothly. As a QuickBooks Certified Pro-Advisor, he leverages his expertise to streamline bookkeeping processes and maintain the integrity of your financial records.
Let's get in touch to streamline your bookkeeping processes, maintain accurate financial records, and ensure your financial data is always up to date. Together, we can optimize your business’s financial management and set the foundation for future growth.
My rates vary between AU Paraplanning & US Bookkeeping.
Verified
