Financial Adviser · CHARLESTOWN, NSW

Joseph James Dagg

15 Years experience

Tax advice
authorised

Currently at

Barangaroo, NSW

View firm profile

ASIC Registered · ADV 000283217

Joseph James Dagg is a financial adviser based in Charlestown, New South Wales, with 15 years of experience in the financial services industry. Joseph is currently authorised under Lifestyle Asset Management Pty Ltd. Joseph 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 Mathematics from University of Newcastle. Joseph is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Government Bonds

Restrictions: Restriction on providing advice on SMSF establishment

Authorised to provide tax financial advice services

Qualifications and Training

2003

Bachelor of Mathematics

University of Newcastle

2005

Diploma of Financial Services (Financial Planning)

AMP Financial Services

2012

Advanced Diploma of Financial Services (Financial Planning)

Kaplan Professional Education

2017

Graduate Diploma of Financial Planning

Kaplan Professional

Registration History

Lifestyle Asset Management Pty Ltd

Feb 2025 - Present Current

Restriction on providing advice on SMSF establishment

Focused Financial Advice Pty Ltd

Jan 2024 - Feb 2025 Ceased

A.C.N. 603 037 510 PTY LTD

Jul 2021 - Jan 2024 Ceased

Aware Financial Services Australia Limited

Dec 2019 - Jun 2021 Ceased

Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.

Aware Financial Services Australia Limited

Sep 2018 - Nov 2019 Ceased

FIRST STATE SUPER FINANCIAL SERVICES PTY LTD

Jul 2017 - Aug 2018 Ceased

Westpac Banking Corporation

Jul 2012 - May 2017 Ceased

Ballingers Fp Pty Ltd

Jan 2011 - May 2012 Ceased

Source: ASIC Financial Advisers Register