Financial Adviser
· TOOWOOMBA CITY, QLD
Joshua Luke Snell
No disciplinary history on record with ASIC
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003538
Joshua Luke Snell is a financial adviser based in Toowoomba City, Queensland, with 20 years of experience in the financial services industry. Joshua is currently authorised under Findex Advice 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 Graduate Diploma of Financial Planning from Kaplan Professional. 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
Authorised to provide tax financial advice services
Qualifications and Training
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2020
FPC001B Economic & Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Professional
2023
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2023
Graduate Diploma of Financial Planning
Kaplan Professional
2024
SuperConcepts & ICFS Specialist SMSF Online Course
SuperConcepts
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
SUNCORP FINANCIAL SERVICES PTY LTD
Superannuation excludes Income Streams and SMSF Advice
Source: ASIC Financial Advisers Register