Financial Adviser
· KEW, VIC
Joshua Andrew John Tuttleby
No disciplinary history on record with ASIC
2
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001309151
Joshua Andrew John Tuttleby is a financial adviser based in Kew, Victoria, with 2 years of experience in the financial services industry. Joshua is currently authorised under Ethical Investment 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 Bachelor of Commerce (Finance) from Deakin University.
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
2022
Bachelor of Commerce (Finance)
Deakin University
2023
Economic and Legal Context for Financial Planning
Kaplan Professional
2023
Graduate Diploma of Financial Planning
Kaplan Professional
2023
Taxation for Financial Planning
Kaplan Professional