Financial Adviser
· YAMBA, NSW
Joseph James Dougherty
No disciplinary history on record with ASIC
YAMBA,
NSW
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000318883
Joseph James Dougherty is a financial adviser based in Yamba, New South Wales, with 19 years of experience in the financial services industry since 2007. Joseph is currently authorised under Madison Financial Group. Joseph holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Joseph's qualifications include a Bachelor of Commerce from University of Queensland. Joseph 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
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1999
Bachelor of Commerce
University of Queensland
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register