Josh Pearce Email & Phone Number

I have worked in the financial planning industry for over 10 years having begun working with AMP in Swan Hill and then transitioning to a Financial Adviser for Financial Wisdom when relocating to Shepparton in 2013. To find the right work/life balance I began contract paraplanning for a number of advisers across VIC/TAS. This has now led me to becoming an advice manager, working remotely, for Vista Financial Group based in Beaumaris. During my time as Financial Adviser and Paraplanner, I have been heavily involved in the preparation, research, strategy development, and presentation of advice.Working as an adviser has given me a strong understanding of the strategies used by advisers along with the importance of having quality advice documents that are tailored, easy to understand, and able to be used in the process of educating clients.My role with Vista Financial continues to involve the practices Paraplanning while overseeing the advice process to ensure quality advice is provided, and a positive client experience is achieved. This aligns to us work together with clients to 'Achieve your tomorrow'.

Listed skills include Insurance, Risk Management, Marketing, Strategic Planning, and 9 others.