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Joshua Drake, CFP®

Name Joshua Drake, CFP®
Company Crosbie Wealth Management Pty Ltd.
Address 12 Stewart Avenue
Newcastle West, NSW 2302
Phone 1800 234 000

Josh is a multi-award-winning adviser specialising in strategic and technical wealth management, and features on the prestigious list of Most Trusted Australian Advisers, by the Beddoes Institute. He has also been Securitor New South Wales ‘Adviser of the Year’.

Josh blends country values with a fine education and is renowned for his solid, honest advice delivered without fear. He sees his job as educating his clients so they can make a good decision, knowing they understand the full implications of that decision in the short and long term.

He is a Certified Financial Planner and has a Bachelor of Commerce, plus a 20-year record of successfully partnering with business owners and individuals to organise and optimise their wealth management strategies. Josh is also an Authorised Representative of Crosbie Wealth Pty Ltd.

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