Securing the future of your family is something that Jose is passionate about. A family man with three children, Jose knows firsthand the time and financial pressures of raising a family. He understands the importance of building wealth for the future and protecting your family’s lifestyle against the unexpected. Friendly and understanding, Jose enjoys getting to know his clients and helping them achieve their unique goals.
Jose has over 13 years’ experience in the financial planning profession. After completing an Advanced Diploma in Financial services, Jose went on the complete a Masters in Financial Planning. He also holds an Advanced Diploma in Graphic Design.
Originally from Sydney, Jose moved to the Hunter region in 2014 in search of a better lifestyle for his family which has grown to a family of five. If not doing a DIY project on the weekend, Jose loves to get to the beach with his wife and three kids.
He also enjoys playing soccer, photography, riding his mountain bike at Glenrock and playing the guitar.