Josh Perkins Email
Director, COO @ Satori Advisory Pty Ltd
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Josh Perkins Location
- Sunshine Coast, QLD, AU
Josh Perkins Work
- COO and Co-Founder at Satori Advisory @ (January 2015 - Present)
- Director, COO @ (January 2015 - Present)
- Tailored Solutions Specialist @ (October 2013 - December 2014)
- Practice Manager @ (July 2011 - October 2013)
- Client Services @ (January 2009 - July 2011)
- Client Executive @ (March 2007 - December 2007)
- Dealing Team Support @ (September 2005 - January 2007)
- Wholesale Trust @ (August 2003 - September 2005)
- Advisor Services @ (October 1999 - August 2003)
- Advisor support @ (February 1997 - October 1999)
Josh Perkins Skills
- Superannuation
- Investment Strategies
- Strategic Financial Planning
- Wealth Management
- Income Protection
- Compliance
- Practice Management
- Operations Management
- Project Management
- Xplan
- Client Service Oriented
- Business Development
- Finance
- Wealth
- Relationship Management
- Financial Advisory
- Financial Planning
- Risk Management
- Financial Services
- Investments
- Portfolio Management
- Insurance
- Management
- Business Analysis
- Business Planning
- Asset Allocation
- Leadership
- Process Improvement
- Strategic Planning
- Marketing
- Customer Service
- Startups
- Wealth Management Services
Josh Perkins Summary
- Josh Perkins, based in Sunshine Coast, QLD, AU, is currently a Director, COO at Satori Advisory Pty Ltd. Josh Perkins brings experience from previous roles at Satori Advisory Pty Ltd, IRESS, CXC Financial Partners Pty Ltd and CXC Global. With a robust skill set that includes Superannuation, Investment Strategies, Strategic Financial Planning, Wealth Management, Income Protection and more. Josh Perkins has 2 emails on RocketReach.
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Top Satori Advisory Pty Ltd Employees
Brett Piercy
Head of Tax Strategy and Co-Founder at Satori Advisory
Sunshine Beach, QLD, AU
Tim Hobart
CEO and Co Founder
Sydney, NSW, AU
Josh Perkins
Director, COO
Sunshine Coast, QLD, AU
Mariah McLean
Client Service Manager
Sunshine Coast, QLD, AU
Tom Cusack
Senior Financial Advisor
Peregian Springs, QLD, AU
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