Joshua is one of the newest member of the IMA Team. He already has a Bachelor of Commerce (majoring in Finance) and Bachelor of Laws under his belt. Right now, he’s studying to become a fully qualified financial advisor.

Knowing the Numbers

Joshua has a head for figures. He assists IMA with research and corporate projects. “I’m passionate about understanding the mathematics behind financial planning strategies,” he explained. “Although I am a technical person, I believe wealth creation is an art form as well as a science.”

Talking the Talk

While numbers are his specialty, Joshua particularly enjoys meeting and talking with clients from a wide range of backgrounds. “I like to get to know people as individuals,” he said. “I believe listening is imperative to developing an effective financial strategy, so I’m honing these skills while learning from the IMA team.”

Spare Time to Trade?

In his spare time, Joshua enjoys investing in the stock market with a set amount of funds. His goal? Discover more about the stock market and develop his investment skills even further. Email to contact Joshua. Or phone IMA Financial Services on 9284 2111 to discuss your financial ambitions.

Financial Services Guide for Joshua