Welcome to Josman Financial Group
Gold Coast, Brisbane, Northern NSW, Sydney and Melbourne - Financial Planning ServicesComprehensive Financial Planning Service
We offer a Comprehensive Financial Planning Service covering:
Josman Financial Group and its associated group of Companies have been market leading brands in the Financial Services Industry. Headed by Matthew Brown who has over 23 years practitioner experience, Josman Financial Group offers it's clients a comprehensive quality advice process that has been developed to meet the challenges of managing your daily investment, superannuation, retirement and insurance needs, backed by an impeccable reputation and respect amongst our clients and peers. Our years of experience have nurtured business and professional relationships with market leaders in fund management, strategy development and product services. We are committed to ensuring that we deliver valued service to our clients while maintaining our high standards of business ethics, confidentiality and privacy. The decisions you make today will affect the lifestyle you and your family will have in the future. Are you getting the right advice tailored for you? Are all your goals and dreams being achieved? Then ask us about our 3 steps to success.
Managing Director, Matthew Brown is a qualified CERTIFIED FINANCIAL PLANNER® practitioner, the highest recognition of the Financial Planning Profession. He is a member of the Financial Planning Association, recognised as a "Professional Practice" by the Financial Planning Association and has was awarded the "Certified Quality Advice Practice" designation 4 years ago for delivering quality advice and sound business practices.
CFP® is the only globally recognised mark of professionalism for financial planners. When seeking objective, expert and trusted financial planning advice you should always look for the CFP mark. The CFP Marks identify practitioners who are dedicated to a high level of professionalism in the delivery of presonal financial advice to clients. Certified Quality Advice Practice: Josman Financial Group was awarded the Certified Quality Advice Practice (CQAP) status by AXA which is a most sought after accreditation. According to AXA's National Compliance and Advisory Services Manager Simon Wallace, "Only those practices whose business management and service procedures meet the highest standards of quality financial advice can achieve CQAP status".
All with quality advice you can trust. Financial Planning advice will be provided by Josman Planning Pty Ltd and Josman Ballina Pty Ltd both trading as Josman Financial Group, a Corporate Authorised Representative of Charter Financial Planning Limited AFL 234665.
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CFP® and CERTIFIED FINANCIAL PLANNER® are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. Financial Planning Association of Australia Limited is the marks licensing authority for the CFP Marks in Australia, through agreement with FPSB. 
