Josh Parrott

about me

I am a third-generation financial adviser based in Melbourne, Victoria. Prior to being appointed to the Financial Adviser Register, I completed a Bachelor of Commerce with a major in Financial Planning, the national Financial Adviser Exam, and the 1,600-hour Insignia Financial Professional Year Program. I look forward to continuing the professional legacy of my family, by providing ongoing holistic financial advice that achieves meaningful outcomes.

What do you love to do outside of work?
I have a passion for birdwatching and adding birds to my “life list” (a list of all the unique species a person has seen over their lifetime). Since taking up this underappreciated hobby, I have found myself regularly reviewing rare bird alerts and planning my next trip into the bush.

What do you enjoy most about being part of Calder Wealth Management?
Calder Wealth Management is an adaptable and forward-thinking business, that utilises advancements in technology for the benefit of clients. I value being part of an organisation that is prepared to lead change in the advice profession.

How should people think about their wealth?
Wealth establishes financial security, creates responsibility, and provides opportunity.

“Gold clingeth to the protection of the cautious owner who invests it under the advice of men wise in its handling” - George S. Clason, The Richest Man in Babylon (1926)

What personal accomplishments are you most proud of?
Starting a family is the personal accomplishment I am most proud of.