Josh Lee
Director at Link Wealth Group- Claim this Profile
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Bio
Bill Kondos
Joshua helped us to re-organization our family investments and superannuation funds during a period of transition. He did a great job. He listened carefully to what we wanted and presented clear and easily understood choices followed by a plan for our consideration. Importantly, our agreed plan was later implemented with little fuss and lots of visibility. Easy to work with. Bill Kondos
Craig Geddes
Josh provides comprehensive and proactive advice to maximise our returns. He is very knowledgeable and available any time. Most importantly, Josh is trustworthy and an absolute pleasure to deal with.
Bill Kondos
Joshua helped us to re-organization our family investments and superannuation funds during a period of transition. He did a great job. He listened carefully to what we wanted and presented clear and easily understood choices followed by a plan for our consideration. Importantly, our agreed plan was later implemented with little fuss and lots of visibility. Easy to work with. Bill Kondos
Craig Geddes
Josh provides comprehensive and proactive advice to maximise our returns. He is very knowledgeable and available any time. Most importantly, Josh is trustworthy and an absolute pleasure to deal with.
Bill Kondos
Joshua helped us to re-organization our family investments and superannuation funds during a period of transition. He did a great job. He listened carefully to what we wanted and presented clear and easily understood choices followed by a plan for our consideration. Importantly, our agreed plan was later implemented with little fuss and lots of visibility. Easy to work with. Bill Kondos
Craig Geddes
Josh provides comprehensive and proactive advice to maximise our returns. He is very knowledgeable and available any time. Most importantly, Josh is trustworthy and an absolute pleasure to deal with.
Bill Kondos
Joshua helped us to re-organization our family investments and superannuation funds during a period of transition. He did a great job. He listened carefully to what we wanted and presented clear and easily understood choices followed by a plan for our consideration. Importantly, our agreed plan was later implemented with little fuss and lots of visibility. Easy to work with. Bill Kondos
Craig Geddes
Josh provides comprehensive and proactive advice to maximise our returns. He is very knowledgeable and available any time. Most importantly, Josh is trustworthy and an absolute pleasure to deal with.
Experience
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Link Wealth Group
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Australia
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Financial Services
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1 - 100 Employee
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Director
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Sep 2021 - Present
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Advice Manager
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Feb 2021 - Present
We work with business owners and busy professionals to reduce debt and taxes, create wealth through passive income streams, and free up time so they can focus on what’s most important to them. Most businesses have no strategic plan for their money, and most professionals have no plan for managing their income - which quickly results in either no cash, a lack of efficiency, or both. We specialise in helping Aussie business owners, professionals, and families get their finances sorted. We know you’re busy, stressed, low on time - we get it! We know you’re looking for a simple, easy-to-understand and well-executed strategy for your money that you don’t have the time or expertise to put together on your own. You’re looking for a financial adviser that not only wants you to succeed but works very hard to help you put together a clear financial road map and holds you accountable to reaching those milestones along the way. You want a financial adviser that is ethical, responsible and well-educated - but one that can also speak your language. No financial jargon thanks! Are you ready to get started? Show less
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Financial Adviser
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Sep 2018 - Present
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Choose Wealth Financial Group
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Australia
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Investment Management
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Financial Planner
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Nov 2017 - Sep 2018
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iProsper Financial Planning
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Australia
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Financial Services
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1 - 100 Employee
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Financial Adviser
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May 2017 - Oct 2017
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Education
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2020 - 2020
Kaplan Professional
Master of Financial Planning -
2020 - 2020
Kaplan Professional
Graduate Diploma of Financial Planning -
2019 - 2020
Australasian Centre of Chinese Studies
Chinese Language -
2015 - 2019
Swinburne University of Technology
Bachelor's degree, Business (Accounting) -
2017 - 2017
AAMC Training Group
Certificate IV, Finance and Mortgage Broking -
2017 - 2017
Monarch Institute
Diploma, Financial Planning -
2017 - 2017
Monarch Institute
Advanced Diploma, Financial Planning -
2017 - 2017
Monarch Institute
Self-managed Superannuation Fund accreditation -
2015 - 2015
Metro College of Technology
Certificate IV, Training and assessment -
2015 - 2015
Victorian Protective Services Group
Certificate IV, Security and Risk Management -
2014 - 2014
Australian Institute of Sports Development
Diploma, Sports coaching (Martial arts)
Community
