Financial Adviser
· NORTH SYDNEY, NSW
Joshua Marsh
No disciplinary history on record with ASIC
Tax advice
authorised
authorised
ASIC Registered · ADV 001316283
Joshua Marsh is a financial adviser based in North Sydney, New South Wales. Joshua is currently authorised under Fortnum Private Wealth 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 Business from University of Technology Sydney.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Deposit Products
Government Bonds
Restrictions: Not SMSF
Authorised to provide tax financial advice services
Qualifications and Training
2021
Bachelor of Business
University of Technology Sydney
2023
FPC006
Other - Kaplan Professional
2024
FPC001B
Other - Kaplan Professional
2024
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited