BBus (Financial Planning) LLB GradDipLegPrac
Josh Wilson enjoys helping clients on family law and wills and estate matters. This includes working with clients on establishing intergenerational estate planning strategies, including reviewing and establishing new standard wills, testamentary trusts, and powers of attorney. Josh has a strong technical background in superannuation and taxation allowing him to advise on simple and complex ownership structures in the areas of wills and estates, and family law including property settlement, parenting and child matters.
Josh is financially savvy with strong financial services experience spanning a 20-year career within the wealth management sector including providing financial advice to individuals, families (including high net worth), small businesses, and not-for-profit organisations. Josh is a good listener, applying a pragmatic legal approach to help clients resolve their needs to achieve their goals.