Financial Adviser
· ADELAIDE, SA
Joshua Fileti
No disciplinary history on record with ASIC
14
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001002826
Joshua Fileti is a financial adviser based in Adelaide, South Australia, with 14 years of experience in the financial services industry. Joshua is currently authorised under Paragem Pty Limited. 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 (Finance) from Swinburne University of Technology. 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
2008
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2011
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2013
Self-Managed Superannuation Funds
Kaplan Professional
2016
Bachelor of Business (Finance)
Swinburne University of Technology
2023
Accredited Listed Product Adviser Program
Kaplan Professional
2024
Accredited Aged Care Professional Program
Aged Care Steps
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
Registration History
Not authorised to provide personal advice on Securities, Standard Margin Lending
SECURITOR FINANCIAL GROUP PTY LIMITED
Source: ASIC Financial Advisers Register