Mutual Trust Pty Ltd
Josh Davis is an experienced financial advisor currently serving as an Advisor at Mutual Trust Pty Ltd since October 2019, where responsibilities include providing bespoke services for high net worth and ultra high net worth families, with a focus on integrated investment, taxation, and succession planning. Prior roles include Senior Associate Advisor at Commonwealth Bank, specializing in business and family succession planning, and various advisory positions with Pitcher Partners and SW Accountants & Advisors. Josh has a strong educational background, holding a Bachelor of Business in Economics and Finance from RMIT University, a Graduate Diploma of Applied Finance from Kaplan Professional, and is a Certified Financial Planner (CFP®). Additional credentials include completing the Financial Adviser Standards and Ethics Authority (FASEA) Exam and recent training at PRI Academy.