Associate Wealth Adviser
BBus, DipFP, AFP®
Josh Graham is an associate wealth adviser who assists clients by providing them with tailored investment solutions based on their personal goals and circumstances. He is passionate about helping to take the stress and worry of retirement off their shoulders and does so in a friendly, professional manner.
“With a number of clients reliant on returns generated by their portfolio to meet their living expenses, it’s critical they understand and are comfortable with their investments” he notes. “Helping clients understand their investments and further their financial knowledge is important to me as it contributes to building a successful two-way relationship.”
Josh joined Dixon Advisory in the strategic financial advice team which has equipped him to assist clients holistically with their financial plan. He is able to draw on his industry knowledge to provide support in identifying strategic financial advice needs in areas such as retirement planning, superannuation and wealth accumulation.
Josh has a Bachelor of Business majoring in Finance and Business Law from the University of Technology Sydney as well as a Diploma of Financial Planning. He is also currently completing the Certified Financial Planner® (CFP) Certification Program from the Financial Planning Association of Australia.