Financial Adviser
· ADELAIDE, SA
Joshmon Welke
No disciplinary history on record with ASIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003310
Joshmon Welke is a financial adviser based in Adelaide, South Australia, with 11 years of experience in the financial services industry. Joshmon is currently authorised under Macquarie Equities Limited. Joshmon 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 Charles Sturt University. Joshmon 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
2014
Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2015
Advanced Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2017
Graduate Certificate in Financial Planning
Charles Sturt University
2018
Self Managed Superannuation Funds
Mentor Education
2022
Graduate Certificate in Applied Finance
Kaplan Higher Education Pty Limited
2025
Graduate Diploma of Financial Planning.
Charles Sturt University
Registration History
Excluding Self Managed Superannuation Funds
Source: ASIC Financial Advisers Register