Josh Perkins Email
Director, COO @ Satori Advisory Pty Ltd
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Josh Perkins Location
- Sunshine Coast, QLD, AU
Josh Perkins Work
- 2015 -now COO and Co-Founder at Satori Advisory @
- 2015 -now Director, COO @
- 2013 -2014 Tailored Solutions Specialist @
- 2011 -2013 Practice Manager @
- 2009 -2011 Client Services @
- 2007 -2007 Client Executive @
- 2005 -2007 Dealing Team Support @
- 2003 -2005 Wholesale Trust @
- 1999 -2003 Advisor Services @
- 1997 -1999 Advisor support @
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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