Josh Egan

Josh Egan 0480 079 938

Josh Egan began his Finance career in 2001 as a 19-year-old working in the family Mortgage Broking business in the Gippsland Region. Josh gained a solid foundation in lending principles, delivering good service and the importance of understanding clients, which continues to form the cornerstone of his approach to dealing with his clients.

Today, Josh has 2 offices, St Kilda Rd Melbourne, and Traralgon in the Latrobe Valley Region of Gippsland, employing 18 staff. Josh proudly offers a diverse range of services and products that enable him to assist his clients in numerous aspects of their financial position.

Whilst his core business is Residential Lending, he also offers Commercial and Equipment Finance, General, Business and Health Insurances while also offering broader financial advice, including superannuation, investing, personal insurances and much more. This diversity allows Josh to deliver holistic and ‘whole of client’ advice and services. He gets to know his clients, not just by understanding their financial situation but by also exploring their personal goals and objectives!

Josh Egan’s reputation for professionalism, honesty, business ethics and looking after customers’ needs is recognized not only in the Astute business but also by his peers and the Lenders he deals with!

Josh has been the proud recipients of many State and National Awards during his time in the industry, with just a few of the awards listed below!

2020 – National Winner, “Champion Broker” Business Leadership Award and “Residential Broker of the Year” Astute Recognising Excellence Awards

2019 – State Winner, Josh Egan “Equipment Finance Broker” Vic/Tas, MFAA Excellence Awards

2019 – State Winner, “Finance Broker Business” Vic/Tas, MFAA Excellence Awards

2019 – National Winner, Josh Egan, “Broker of the Year” Commercial, Australian Mortgage Awards

2019 – National Winner, Brokerage of the Year” Regional, Australian Mortgage Awards

2019 – National Winner, Diversification Program of the Year, Australian Broking Awards

2019 – National Winner, Josh Egan, “Residential Broker of the Year” Astute Recognising Excellence Awards

2019 and 2018, Nationally in the Top 25 Brokerages across Australia

2018 – National and State Winner, Josh Egan, “Motor Vehicle and Equipment Finance Broker Award” MFAA Excellence Awards

2018 – State Winner, “Best Finance Broker” and “Broker of the Year” Victoria, Better Business Awards

2018 – National Winner, “Champion Broker” and “Residential Broker of the Year” Astute Recognising Excellence Awards

2017 – National and State Winner, Josh Egan, “Residential Broker of the Year” Astute Recognising Excellence Awards

2009 – “Australian Broker of the Year” Australian Mortgage Awards

Josh and partner Angela welcomed a baby son in March 2020 and his interests include. Cooking, running, personal fitness, tennis, basketball and most sports. Josh is an avid AFL supporter, having followed the Hawks since childhood.

Josh welcomes your enquiries and looks forward to assisting you with your Financial Goals!

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Brad Smith

Brad Smith 0417 653 365

(AR 325421) Brad has a strong passion for financial literacy and was the creator of a successful financial literacy program. With nearly 20 years’ experience in the financial services industry he aims to set himself apart, providing his clients with a consistent personal and professional service, focused on holistic advice with tailored solutions.

Brad aims to identify every client’s unique financial position and their objectives so he can develop strategies that thoroughly meet their needs. The end result provides empowerment and financial confidence to his clients with real value and benefits that will improve their financial wellbeing now and further on.

Strong ongoing relationships with his clients are pivotal, being their trusted adviser and sharing their continued financial success is a key priority. He strives to enhance the status of his profession as he is proud to be an Adviser for Astute Melbourne City South/Gippsland.

As a member of the Financial Planning Association Brad is committed to the growth and integrity of the financial planning profession.

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