Josephine is an experienced wealth professional having worked in the industry for over 20 years. Josephine has experienced the industry from multiple perspectives; most recently with Commonwealth Private as a Private Wealth Manager for the Bank’s ultra-high net worth families as well as private family foundations. Josephine builds long-standing relationships with her clients; she is known for her high level of detail and care. She believes that taking a tailored approach to each of her client’s investment needs provides the best outcome.
Josephine is passionate about educating future generations on financial literacy; as well as assisting with practical matters for the underprivileged. Josephine has held previous positions in large humanitarian aid organisations which has taken her to the front line in various regions in the Middle East and Asia as group financial controller, in a volunteer capacity.
Josephine holds a bachelor’s degree in commerce and business law, post graduate studies in financial planning, portfolio management and alternative assets.
