Financial Adviser
· SYDNEY, NSW
Joshua James Blythe
No disciplinary history on record with ASIC
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001004457
Joshua James Blythe is a financial adviser based in Sydney, New South Wales, with 23 years of experience in the financial services industry. Joshua is currently authorised under Shadforth Financial Group Limited. 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 Certified Financial Planner (CFP) from Financial Planning Association of Australia (FPA). 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
1999
Bachelor of Science (BSC)
Sydney University
2002
Diploma of Financial Services
Tribeca
2004
Advanced Diploma of Financial Services (Financial Planning) FNB60402
GWM Adviser Services Limited
2006
Certified Financial Planner (CFP)
Financial Planning Association of Australia (FPA)
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Education Pty Ltd