Financial Adviser
· SANDGATE, QLD
Joshua Dalton
No disciplinary history on record with ASIC
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000305170
Joshua Dalton is a financial adviser based in Sandgate, Queensland, with 20 years of experience in the financial services industry. Joshua is currently authorised under Dalton Financial Services 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 Certified Financial Planner from Financial Planning Association. 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
2000
Bachelor of Business
Griffith University
2013
Advanced Diploma in Financial Planning
Kaplan Professional
2013
Self Managed Superannuation Funds
Kaplan Professional Education
2014
Accredited Listed Product Adviser Program
Kaplan Professional Education
2016
Certified Financial Planner
Financial Planning Association
Registration History
GUARDIANFP PTY LIMITED
Securities restricted to ASX 200 and ETFs
GWM ADVISER SERVICES PTY LTD
Source: ASIC Financial Advisers Register