Financial Adviser · UNLEY, SA

Joshua Alexander Pardede

26 Years experience

Tax advice
authorised

Currently at

Bundall, QLD

View firm profile

ASIC Registered · ADV 000291275

Joshua Alexander Pardede is a financial adviser based in Unley, South Australia, with 26 years of experience in the financial services industry. Joshua is currently authorised under Matrix Planning Solutions 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 (Banking and Finance) from University of South Australia. Joshua is a member of Financial Advice Association of Australia (FAAA) and Financial Planning Association (FPA) - Certified Financial Planner.

Authorised to Advise On

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

Restrictions: Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF

Authorised to provide tax financial advice services

Qualifications and Training

1999

Bachelor of Business (Banking and Finance)

University of South Australia

2007

Advanced Diploma of Financial Services (Financial Planning)

Kaplan Professional

2007

Diploma of Financial Services

Kaplan Professional

Registration History

Matrix Planning Solutions Limited

Oct 2021 - Present Current

Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF

A.C.N. 133 593 012 PTY LTD

Jan 2020 - Oct 2021 Ceased

Financial Wisdom Limited

Mar 2010 - Jan 2020 Ceased

Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending

Source: ASIC Financial Advisers Register