Financial Adviser
· BALLINA, NSW
Joshua Graeme Gray
No disciplinary history on record with ASIC
1
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001311804
Joshua Graeme Gray is a financial adviser based in Ballina, New South Wales, with 1 year of experience in the financial services industry. Joshua is currently authorised under Evolution Advisory Pty Ltd. Joshua holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Commerce (Financial Planning & Accounting) from Griffith University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2021
Bachelor of Commerce (Financial Planning & Accounting)
Griffith University
2023
Estate Planning
Griffith University