Contributors

Josh Rundmann is Technical Services Manager at IOOF.

Josh has been working in the financial services industry since 2007 in paraplanning and advisory support roles. Before joining IOOF in October 2015, Josh worked as a Provision of Advice Specialist for UBS Wealth Management and as a Technical Specialist for Shadforth Financial Group.

Over this time he has developed a passion for technical strategy, particularly around superannuation, social security and insurance planning. His previous experience in advisory technical support includes developing and delivering professional development seminars, preparation of advice and responding to ad-hoc technical queries from advisers.