Financial Adviser
· LAMBTON, NSW
Joshua Colin Stewart
No disciplinary history on record with ASIC
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000407536
Joshua Colin Stewart is a financial adviser based in Lambton, New South Wales, with 15 years of experience in the financial services industry. Joshua is currently authorised under Beryllium Advisers 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 Applied Finance from Kaplan Professional. Joshua 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
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2011
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2011
Margin Lending/Gearing SMSF
Kaplan
2011
SMSF Specialist Adviser
Kaplan Professional
2013
Advanced Diploma of Financial Planning
Kaplan Professional
2014
Graduate Diploma of Financial Planning
Kaplan Professional
2017
Master of Applied Finance
Kaplan Professional
2021
FPC002B
Bridging Course - Ethics - Kaplan Professional