Joshua Pennell

CFP, BBus (Econ & Fin)
Adviser

Josh has over 8 years experience working with clients to help them achieve their lifestyle goals by providing financial advice tailored to each clients individual needs. Prior to joining WHK in 2007, Josh held roles in Operations & Compliance with AXA, and worked as a Financial Strategist at a boutique financial planning firm in Melbourne. Josh holds the qualifications of Certified Financial Planner (CFP) and a Bachelor of Business in Economics & Finance and has also completed studies specific to Self Managed Superannuation Funds. Josh is also a member of the Financial Planning Association of Australia (FPA).

Josh works as a Financial Adviser, helping clients to maximise their financial potential by explaining strategies and investment opportunities to them in easy to understand language. This ensures clients are comfortable and understanding of what is being recommended and how it will benefit their families lives.

Josh is extremely passionate about helping his clients and attends various seminars and presentations and completes ongoing professional development training to ensure his advice remains up to date across various areas such as superannuation, deposit products, tax effective investments, direct shares, managed funds and other investments, government debentures, stocks or bonds, retirement savings accounts, gearing/margin lending, and various strategy related areas.

Josh works with a range of clients including people wanting to know the best way to build their wealth, those approaching retirement and wanting to answer that question "do I have enough to retire"? and those already retired and wanting to ensure their hard earned nest egg will help them achieve the best lifestyle possible over a long period of time.