Mike Josephson

About Mike

Since 2003, Mike has been providing tailored financial advice to a wide range of clients, including individuals, families, not-for-profit organisations, and charitable trusts. Along with strategic and mainstream investment advice, Mike has extensive experience helping individuals, families, and organisations align their investments with their values.

Mike started his financial services career as an advisor to not-for-profit organisations in California. After migrating to Australia in 2008, he worked in philanthropy and as an advisor with a boutique Melbourne advisory firm specialising in ethical investment, before joining Ethinvest.

Mike has a BA and MA from Princeton University in the United States, as well as an Advanced Diploma in Financial Planning in Australia. He is passionate about social justice, combating climate change, and visual arts. Originally trained as an architect, he has also lived and studied in Japan.

Mike is supported by Simon Denham (Paraplanner) and Karen Nguyen (Client Relationship Manager).