2012 -
2020 Financial Planner and Investment Adviser @
2014 -
2016 Non Executive Director @
2011 -
2012 Financial Planner @
2009 -
2011 Manager Philanthropy @
2008 -
2009 Research Analyst @
2003 -
2008 Investment Adviser @
Michael Josephson Education
Kaplan Australia
Advanced Diploma of Financial Planning (Financial Planning)
2020
-
2025
Princeton University
Masters (Architecture)
1986
-
1988
The University of Tokyo
Post-Graduate Studies (Architecture)
1984
-
1986
Princeton University
AB (East Asian Studies)
1979
-
1983
Michael Josephson Skills
Public Speaking
Mutual Funds
Personal Finance
Asset Allocation
Planning
Investments
Project Planning
Personal Financial Planning
Life Insurance
Strategic Financial
Retirement Planning
Investment Strategies
Wealth Management
Financial Reporting
Financial Planning
Portfolio Management
Estate Planning
Wealth Management Services
Investment Advisory
Insurance
Retirement
Microsoft Office
Wealth
Strategic Financial Planning
Finance
Superannuation
Financial Advisory
Personal Financial
Philanthropy
Services
Financial Planners
Financial Services
Income Protection
Data Analysis
Michael Josephson Summary
Michael Josephson, based in Melbourne, VIC, AU, is currently a Senior Financial Adviser at Ethinvest. Michael Josephson brings experience from previous roles at Ethical Investment Services, Responsible Investment Association Australasia, AMP and ANZ Trustees. Michael Josephson holds a 2020 - 2025 Advanced Diploma of Financial Planning in Financial Planning @ Kaplan Australia. With a robust skill set that includes Public Speaking, Mutual Funds, Personal Finance, Asset Allocation, Planning and more. Michael Josephson has 2 emails and 1 mobile phone numbers on RocketReach.
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