Financial Adviser
· SYDNEY, NSW
Aishwarya Milind Joshi
No disciplinary history on record with ASIC
2
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001299055
Aishwarya Milind Joshi is a financial adviser based in Sydney, New South Wales, with 2 years of experience in the financial services industry. Aishwarya is currently authorised under Godfrey Pembroke Group Pty Ltd. Aishwarya 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 Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited. Aishwarya is a member of SMSF Association.
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
2017
Diploma of Financial Planning
Kaplan Professional
2021
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2025
FPE020 SMSF Regulation and Taxation course
Kaplan Professional