Financial Adviser
· KIAMA, NSW
Joseph Calcraft
No disciplinary history on record with ASIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001237045
Joseph Calcraft is a financial adviser based in Kiama, New South Wales, with 11 years of experience in the financial services industry. Joseph is currently authorised under Pgw Financial Services 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 Master of Applied Finance from University of Wollongong Australia.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2006
Bachelor of Commerce (Economics)
University of Wollongong
2008
Master of Applied Finance
University of Wollongong Australia
2015
Diploma of Financial Planning
International Institute of Technology
2017
Advanced Diploma of Financial Planning
Kaplan Professional
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2026
Commercial Law
Kaplan Professional
Registration History
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.
FIRST STATE SUPER FINANCIAL SERVICES PTY LTD
Source: ASIC Financial Advisers Register