Joshua B. Email and Phone Number
Joshua is a finance and mortgage broker who provides personalised and professional service to clients with diverse financial needs and goals. He has over 22 years of experience in the finance and mortgage industry, including running Australian banks overseas and leading private wealth lending at Westpac.He specializes in delivering customised solutions for various investments, such as business funding, property portfolio financing, margin lending, self-managed superannuation fund lending, and has access to multi-class investment opportunities unlike most mortgage brokers . He also networks with a range of professionals, such as real estate agents, buyers’ agents, accountants, and financial planners, to offer a holistic service experience. Joshua's mission is to help clients achieve their financial aspirations with tailored and expert advice.
Newstart Financial Solutions
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Finance And Mortgage BrokerNewstart Financial Solutions Dec 2023 - PresentSydney, New South Wales, Australia
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National Director - Lending Private WealthWestpac Jun 2022 - Jul 2023Sydney, New South Wales, Australia -
Associate DirectorWestpac Nov 2020 - Jun 2022
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Senior Private BankerWestpac Nov 2018 - Nov 2020Barangaroo, New South Wales, Australia
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Acting Director Nsw/ActWestpac Feb 2020 - Aug 2020Westpac Private Bank
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Private BankerWestpac Jul 2014 - Nov 2018Managing a Portfolio of High Net Worth clients in line with the Private Bank Value Proposition. Over 17 years experience in the finance industry across 9 countries.
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Head Of Business Banking SamoaWestpac Jan 2013 - Jun 2014SamoaReporting to the CEO as 2IC and manages a team of 18 direct reports. Responsible for Business and Commercial Banking, Government Banking, HVC Consumer Banking, Global Transactional Solutions and Financial Markets. Is a key member of both the asset and liability committee and the operational risk and compliance board for Westpac Samoa.
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Head Of Business Banking Cook IslandsWestpac Mar 2011 - Jan 2013Cook IslandsReporting to the CEO, was 2IC and managed a team of 8 direct reports. Responsible forBusiness / Commercial and Consumer Banking, Government Banking, Financial Markets, Global Transactional Solutions and the Marketing function. Was a key member of the asset and liability committee and the operational risk and compliance board for the Westpac Cook Islands.
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Relationship Manager – Customer ExperienceWestpac Apr 2008 - Mar 2011Sydney, AustraliaReporting to the COO of Westpac Pacific Banking, was responsible for Customer Experience, Sales Strategy and Framework, project development and management, regional customer relationship management, product and distribution development, and sales coaching across Westpac Pacific Bank (covering Fiji, Papua New Guinea, Vanuatu, Solomon Islands, Tonga, Samoa and The Cook Islands)
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Relationship Manager Coach For Nsw And ActWestpac 2007 - 2008Sydney Area, Australia
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Relationship ManagerWestpac 2005 - 2007Sydney
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Senior Business Banking ManagerWestpac 2003 - 2005Sydney, Australia
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Business Banking ManagerWestpac 2002 - 2003Sydney, Australia
Joshua B. Education Details
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Mortgage Broking And Finance -
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Frequently Asked Questions about Joshua B.
What company does Joshua B. work for?
Joshua B. works for Newstart Financial Solutions
What is Joshua B.'s role at the current company?
Joshua B.'s current role is Finance and Mortgage Broker | Private Banking | Investment Specialist | Partner.
What schools did Joshua B. attend?
Joshua B. attended Aamc Training Group, Kaplan Australia.
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