Joshua Lane
Personal Information
| First Name | Joshua |
| Last Name | Lane |
| Phone | |
| Headline | Head of Marketing and Sales at United Global Capital | Professional Partnerships | Networking Enthusiast |
| Current Position | Head of Marketing and Sales -Senior Financial Adviser |
| City | Melbourne |
| Personal Bio/ Summary | Joshua is the Head of Marketing and Sales and a Senior Financial Adviser at United Global Capital and has been working with individuals, families and everyday Australians to achieve their goals since 2010. Joshua began his career in the United States with the Vanguard Group before migrating to Australia to work as a financial adviser. Joshua enjoys networking and identifying potential professional partnerships where each we can collaborate and create new business opportunities. |
| Mobile Phone Number | 0427927877 |
| Personal Email Address | |
| Who I'm looking to connect with - my ideal referral partner |
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Additional Information
| Bx Groups you regularly attend | Bondi Beach, Sydney, Brighton, Brisbane CBD Lunch, QLD, Brisbane Dinner, QLD, Broadbeach Lunch, QLD, Broadbeach, Gold Coast, Bx Online – ANZ-Hosted Tuesday 9am, Bx Online – ANZ-Hosted Wednesday 1pm, Chermside, Brisbane, City Beach, Perth, Gold Coast DINNER, QLD, Gold Coast, QLD, North Lakes, Brisbane, South Brisbane, Brisbane, South Melbourne, Melbourne, South Perth, Perth, Sunshine Coast, QLD, Surfers Paradise, Gold Coast, Surfers Paradise, QLD |
| Date of Birth | 26/04/1982 |
Business Information
| Business Trading Name | United Global Capital |
| Business Category Type | Finance – Wealth & Superannuation |
| Business Address | 4/1B Wild Cherry Road Ormond VIC 3204 |
| Email Address | |
| Business Phone Number | 0386577640 |
| Blog | |
| About My Business | Joshua is the Senior Financial advisor and Strategic Partnership Manager at United Global Capital. The United Global Capital team enjoys working alongside other professional advisors and creating an ecosystem where their mutual clients can thrive and achieve financial freedom through the property, equity, and other alternative investment products and strategies. |
| My Main Services Are | Our strategic financial advisory services are structured to provide maximum utilisation of your financial and personal resources. Our strategic advice will furnish you with a comprehensive plan for success, covering critical areas such as:
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| What Makes My Business Unique (My P.O.D.) | We value the creation of long-term partnerships based on integrity, trust and a commitment to excellence and innovation. Our approach is co-operative, consultative and tailored to your circumstances and level of knowledge: we can act as your mentor, provide education and best-in-class advice and facilitate and execute all elements of your bespoke financial strategy. We believe this approach will help our clients realise their aim of materially improving and changing their lives for the better. Our yardstick for success is when our clients and commercial partners achieve financial outcomes that surpass their most optimistic expectations. |
| My Special Offer to BxNetworking Members | FREE one hour assessment with a United Global Capital adviser. We will first understand what are your financial goals, how you are going about achieving your goals currently, and explore strategies that fit your risk level to assist in you in reaching your goals more efficiently. We can offer face to face, video or telephone meetings in the morning or afternoon to suit your schedule and availability. Click the link below to book a time into my team’s calendar |
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My Business xPerience
| My xPertise | 13 years as a senior financial adviser previously United States and now in Australia. 7+ years of networking with various networking groups |
| My Passions | I enjoy connecting a business owner with their ideal referral partner. |
| How I can Help Out Other Members | I’m an active networker that enjoys strategic partnering businesses with a business that each can add to a valuable referral relationship for their target market. |
| Why I love BxNetworking | I enjoy the flexibility of the BX networking community |
| My Ideal Referral | Accountants or Accounting firms who do not have an existing relationship with a wealth management firm. Legal firms that specialise in one area of law such as estate planning, family, conveyancing, and commercial law. Asset finance professionals Property Developers Mortgage brokers General Insurance Brokers |
