Securing your family’s future is what Jose is passionate about. With a family of five of his own, Jose understands firsthand the time and financial pressures of raising a family. He knows the importance of growing wealth for the future and protecting your family’s lifestyle against the unexpected. Approachable and supportive, Jose enjoys getting to know his clients and helping them achieve their unique goals.
*Authorised Representative of RI Advice Group
Jose has over 14 years’ experience in the financial planning profession. After completing an Advanced Diploma in Financial services, Jose then completed a Masters in Financial Planning. Jose 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.