Financial Adviser
· BENTLEIGH, VIC
Joshua Pennell
No disciplinary history on record with ASIC
17
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000305034
Joshua Pennell is a financial adviser based in Bentleigh, Victoria, with 17 years of experience in the financial services industry. Joshua is currently authorised under Ozplan Financial 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 Certified Financial Planner Program from FINSIA. 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2004
Bachelor of Economics & Finance
RMIT University
2007
Certified Financial Planner Program
FINSIA
2009
Self Managed Superannuation Funds
Kaplan
2010
Margin Lending & Geared Investments
Kaplan
Registration History
Source: ASIC Financial Advisers Register