Verified recordFinancial Services

Joshua Cunningham

Associate at Medfin Finance

Based in Melbourne, Australia

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Seniority

Staff

Department

Finance & Accounting

Location

Melbourne

Industry

Financial Services

Company size

150

Contact information

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Email

1 credit

j•••••••@medfin.com.au

Phone

5 credits

+61 ••• •••• ••••

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Background

About Joshua Cunningham

I joined Partners Wealth Group in 2014 and have over five years' experience in the financial services industry. Chosen and mentored by industry leading specialists, I have been able to further develop my skills to help clients achieve their financial independence through the provision of strategic advice. I am dedicated to providing clients with an exceptional service, focusing on their desired goals to present solutions that are tailored to each. Partners Wealth Group offer innovative financial advice and services to clients and businesses around Australia via commercial referral relationships with accountants and other trusted advisors. Our expertise includes comprehensive financial advice, investment, retirement planning, and superannuation as well as SMSFs, business succession planning and insurance. At the heart of all good financial planning is the need to create an independent future, however, real financial security can only be achieved by commitment to an integrated, individual plan which works for you. The path to independence can take many forms. You may need to minimise tax, protect assets, gather investments or build capital. Whether you are just starting out, building momentum with your finances or reaching retirement, we can help you and your family achieve your financial and lifestyle goals for every stage of your life. Contact Partners Wealth Group for specialist advice in- Investment Management - Financial Planning - SMSF Advice, Administration and Audit - Legal Services - Commercial, Estate Planning, Property and Employment Law - Finance - Residential and Commercial Mortgages, Leasing and HP, Construction Funding - Property Advice - Valuations, Syndications, Funding and Sales - Asset Management - Managed Discretionary Accounts - Risk Management - Business and Personal

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