Financial Adviser
· KIAMA DOWNS, NSW
Joshua Adam Sweeney
No disciplinary history on record with ASIC
9
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001260557
Joshua Adam Sweeney is a financial adviser based in Kiama Downs, New South Wales, with 9 years of experience in the financial services industry. Joshua is currently authorised under Pgw Financial Services 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 Master of Professional Accounting from University of Sydney.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Authorised to provide tax financial advice services
Qualifications and Training
2010
CLAW5001 & CLAW 6002
Other - University of Sydney
2010
CLAW6026
Other - University of Sydney
2010
Master of Professional Accounting
University of Sydney
2011
Diploma of Financial Services (Financial Planning FNS50804)
Kaplan
2016
Advanced Diploma of Financial Planning (FNS60415)
Kaplan
2025
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional