Financial Adviser
· ROBINA, QLD
Joshua William Mashman
No disciplinary history on record with ASIC
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000286860
Joshua William Mashman is a financial adviser based in Robina, Queensland, with 20 years of experience in the financial services industry. Joshua is currently authorised under Rpp Financial Group Pty 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 Southern Cross University (SCU). Joshua is a member of SSA - SMSF Specialist Accreditation (SPAA).
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
2002
Bachelor of Business
Southern Cross University (SCU)
2005
Advanced Diploma of Financial Services (Financial Planning)
Tribeca
2011
Margin Lending and Geared Investments
Kaplan
Registration History
One off licensee approval is required for products which are either not on the approved product list or Derivatives.
STRATEGIC PLANNING PARTNERS PTY LTD
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
GWM ADVISER SERVICES PTY LTD
Source: ASIC Financial Advisers Register