Josh Wilson Email and Phone Number
Josh Wilson work email
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Josh Wilson personal email
Josh Wilson phone numbers
As a former CEO and current Principal Lawyer, I am passionate about using my experience to help clients navigate commercial, financial services, and estate planning matters. I’m always open to connecting—feel free to reach out at josh@willowlaw.com.au or josh@danahermoulton.com.au.I’ve built, grown, and successfully exited several businesses throughout my career. I founded Monarch Institute, where our team empowered professionals and business owners to develop essential skills through flexible, high-quality online learning. Monarch remains a nationally accredited Registered Training Organisation (RTO), serving the white-collar professional services sectors, including bookkeeping and accounting, conveyancing, mortgage broking, financial planning, business and management, human resources, IT, marketing, and logistics areas.I also founded Morgan Wilson Financial Advisers and Advant Group, which were acquired by Income Solutions and Prime Creative Media, respectively. Each business has contributed to my well-rounded understanding of both the entrepreneurial and legal landscapes.
Danaher Moulton
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ConsultantDanaher Moulton Oct 2024 - PresentMelbourne, Victoria, AuJosh is an experienced lawyer and entrepreneur, having worked in the UK, Asia and Australia. Over the years, he has founded and successfully exited three businesses in the financial services, publishing, and education sectors. His unique combination of practical business experience, strong financial acumen, and a pragmatic legal approach allows him to deliver insight and common-sense legal advice to his clients. Throughout his career, Josh has built a reputation as a trusted confidant, guiding clients through all stages of their business journeys while fostering long-standing relationships.
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Director, Principal LawyerWillow Lawyers Pty Ltd Jul 2022 - PresentBoutique law firm providing the following legal services: - wills and estates including testamentary discretionary trusts- commercial law- civil litigation
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Non Executive DirectorDigital Academy Jan 2021 - PresentMelbourne, Victoria, Au -
Non Executive DirectorBrowns English Language School Feb 2022 - PresentBrisbane, Queensland, Au -
Non Executive DirectorMonarch Institute Mar 2020 - PresentMelbourne, Victoria, Au -
Executive DirectorMonarch Institute May 2019 - Mar 2020Melbourne, Victoria, AuI am a Board member of Monarch Institute, and assist the organisation in developing effective business development strategies.
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Principal CeoMonarch Institute Feb 2010 - May 2019Melbourne, Victoria, AuAs the CEO I set the vision for the organisation and worked closely with our leadership team to ensure we provided the highest standard of education to our valued students.Monarch Institute offer the following courses:- Financial Planning- Accounting & Bookkeeping- RG146 Courses- Management Courses- Logistics Courses- Marketing Courses- Project Management Courses- Short CoursesPlease contact our Course Consultants on 1300 738 955 or info@monarch.edu.au
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LawyerR D Silverstein Solicitors Aug 2021 - Jun 2022Commercial law
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Financial Planning Lecturer - ContractUniversity Of New England (Au) Jan 2019 - Dec 2021Armidale, Nsw, AuI provided financial planning lecturing across select financial planning subjects at UNE. -
LawyerM&Z Lawyers Oct 2020 - Oct 2021Dandenong, Vic, AuCommercial Law and Business Law -
LawyerDavison Family Lawyers Dec 2019 - Oct 2020I worked on family law matters covering property, parenting and children's matters for a range of clients always focussing on achieving a pragmatic outcome
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Founder And Executive DirectorAdvant Group Jan 2006 - Jan 2015Cremorne, Victoria, AuOriginal founder of Advant, growing and successfully selling the business in 2014 to Prime Creative Media. Headed Advant's business development capabilities to drive corporate AFSL client base growth. Managed B2C financial planning content distribution for large AFSL's using Advant's state-of-the-art digital platform. -
Wealth Management (Financial Planner - Managing Director)Morgan Wilson Financial Advisers Dec 2004 - Dec 2009I operated a full service financial planning practice providing comprehensive advice to individuals at varying life stages, and well as SME's. I successfully sold the business to Income Solutions in 2009.
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Corporate TrainerKaplan Feb 2003 - Aug 2005Fort Lauderdale, Fl, UsFace to face trainer at Kaplan (noting it was called Tribeca prior to being purchased by Kaplan) in the following subjects: - RG146 Diploma of Financial Planning (1 - 4 inclusive)- Advanced Diploma of Financial Planning (5-8 inclusive) -
Lecturer (Contract)Rmit University Feb 2003 - Jul 2005Melbourne, Victoria, AuLecturer in Personal and General Insurance, part of the Bachelor of Financial Planning Degree. Additionally guest lectured on behalf of RMIT for 1-week intensives in Business Finance at the Singapore Institute of Management (SIM), Kaula Lumpur Stock Exchange (KLSE), and Shanghai Institute of Foreign Trade (SHIFT). -
Financial PlannerWestpac May 2001 - Mar 2003Sydney, Nsw, AuFinancial Planner within Professional and Executive Banking -
Fund AccountantBarclays Capital May 2000 - May 2001New York, Ny, UsCalculated unit prices, NAV's and corporate action items for 9 fixed interest and equity funds. -
Financial PlannerWestpac Jan 1998 - Dec 1999Sydney, Nsw, AuFinancial Planner within Professional and Executive Banking
Josh Wilson Skills
Josh Wilson Education Details
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La Trobe UniversityLaw -
The College Of Law AustraliaLaw
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Rmit UniversityFinancial Planning And Services
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Financial Planning AssociationCertified Financial Planner (Cfp)
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Mount Waverley Secondary CollegeVce
Frequently Asked Questions about Josh Wilson
What company does Josh Wilson work for?
Josh Wilson works for Danaher Moulton
What is Josh Wilson's role at the current company?
Josh Wilson's current role is Principal Lawyer | Financial Services Specialist | Wills & Estate Planning Buff | Non-Executive Board Member.
What is Josh Wilson's email address?
Josh Wilson's email address is jo****@****.com.au
What is Josh Wilson's direct phone number?
Josh Wilson's direct phone number is +61 1300 73*****
What schools did Josh Wilson attend?
Josh Wilson attended La Trobe University, The College Of Law Australia, Rmit University, Financial Planning Association, Mount Waverley Secondary College.
What skills is Josh Wilson known for?
Josh Wilson has skills like Financial Services, Strategic Financial Planning, Financial Advisory, Finance, Financial Planning, Wealth Management, Investments, Superannuation, Wealth, Portfolio Management, Funding, Investment Strategies.
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