Financial Adviser
· MOOLOOLABA, QLD
Joshua Page
No disciplinary history on record with ASIC
MOOLOOLABA,
QLD
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001240311
About Joshua Page
Joshua Page is a financial adviser based in Mooloolaba, Queensland, with 20 years of experience in the financial services industry since 2006. Joshua is currently authorised under Nextplan Financial. Joshua holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Joshua's qualifications include a Master of Financial Planning from Kaplan Professional. Joshua is a member of Financial Planner AFP (FPA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2003
Bachelor of Commerce (Accounting & Finance)
Monash University
2008
Diploma of Financial Services (Financial Planning)
Kaplan
2008
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2011
Advanced Diploma of Financial Services (Financial Planning)
Kaplan
2011
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2017
Graduate Certificate in Financial Planning
Kaplan Professional
2021
Master of Financial Planning
Kaplan Professional
Registration History
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register