Joshua Kwan
Financial Adviser - Perth

Joshua Kwan is an Financial Adviser who works in the Financial Services division in the Perth and Katanning offices.

Joshua is motivated by his ability to help his clients achieve their financial goals and secure their future.

Joshua is dedicated to providing personalised and tailored solutions that suit his client's unique circumstances and needs. His exemplary interpersonal skills and ability to establish meaningful relationships have been instrumental in building trust and rapport with his clients. 

“Seeing my clients' financial situations improve and knowing that I have played a role in their success is what drives me to continuously improve and excel in my work. ”

Joshua Kwan Financial Services RSM AustraliaPrior to his commencement at RSM, Joshua worked for a superannuation firm where he became accustomed with the fundamentals of superannuation and developed his knowledge of superannuation strategies.

Joshua has a connection with agribusinesses as he enjoys visiting rural areas around Australia, especially in Katanning. Each visit educates Joshua on the hard work, dedication, and effort it takes to run a farm which translates to his work ethic in helping assist his clients.

Positivity is the best medicine for Joshua. One of his quirks is that he never lets a day go by without making someone laugh. In Joshua's spare time he is pretty savvy on the ping pong table and is a diehard Fremantle Dockers fan as well as an avid Liverpool supporter in the EPL. 

RSM Financial Services Australia Pty Ltd ABN 22 009 176 354 AFS Licence No 238282



  •   Graduate Diploma of Financial Planning - Kaplan 
  •   Bachelor of Commerce (Finance and Economics) - Curtin University