Financial Adviser · LAUNCESTON, TAS

Joshua Isaac Kozis

8 Years experience

Tax advice
authorised

Currently at

Launceston, TAS

View firm profile

ASIC Registered · ADV 001270955

Joshua Isaac Kozis is a financial adviser based in Launceston, Tasmania, with 8 years of experience in the financial services industry. Joshua is currently authorised under Financial Streams 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

Restrictions: Not authorised in SMSF

Authorised to provide tax financial advice services

Qualifications and Training

2017

Diploma of Financial Planning (RG146)

Monarch Institute

2018

Advanced Diploma of Financial Planning

Kaplan Professional

2019

TASACLv2 Commercial Law

Kaplan Professional

2024

Graduate Diploma of Financial Planning

Kaplan Professional

Registration History

Financial Streams Services Pty Ltd

Jul 2024 - Present Current

Not authorised in SMSF

Fiducian Financial Services Pty Ltd

Aug 2021 - Mar 2023 Ceased

This adviser is not authorised to provide advice on Margin Lending, Gearing, Self Managed Superannuation Funds and Credit.

TOTAL FINANCIAL SOLUTIONS AUSTRALIA PTY LTD

Dec 2018 - Jan 2020 Ceased

Source: ASIC Financial Advisers Register