Data sourced from ASIC Financial Advisers Register
Financial Adviser · DULWICH, SA

Joshua Coligan

30 Years experience
Tax advice
authorised
Currently at
Wealth Point Pty Ltd
Dulwich, SA
View firm profile
ASIC Registered · ADV 000319048

Joshua Coligan is a financial adviser based in Dulwich, South Australia, with 30 years of experience in the financial services industry. Joshua is currently authorised under Wealth Point 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 Economics from Flinders University. Joshua is a member of FINSIA and Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Deposit Products Government Bonds

Restrictions: Excludes SMSF

Authorised to provide tax financial advice services

Qualifications and Training

1993
Bachelor of Economics
Flinders University
2000
Graduate Diploma in Financial Planning
FINSIA
2019
Ethics and Professionalism in Financial Advice
Kaplan Professional

Registration History

Wealth Point Pty Ltd
Jul 2020 - Present Current
Excludes SMSF
Professional Investment Services Pty Ltd
Apr 2019 - Feb 2020 Ceased
Not authorised to provide advice in self managed superannuation funds
Alliance Wealth Pty Ltd
Sep 2017 - Jun 2020 Ceased
Not authorised to provide self managed superannuation advice.
Personal Financial Services Ltd
Mar 2012 - Sep 2017 Ceased
Matrix Planning Solutions Limited
Nov 2008 - Mar 2012 Ceased

Source: ASIC Financial Advisers Register