Financial Adviser
· MELBOURNE, VIC
Thomas Joseph
No disciplinary history on record with ASIC
MELBOURNE,
VIC
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001000912
About Thomas Joseph
Thomas Joseph is a financial adviser based in Melbourne, Victoria, with 12 years of experience in the financial services industry since 2014. Thomas is currently authorised under Advocate Advisory. Thomas holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Thomas's qualifications include a Bachelor of Arts with Honours in Accountancy & Finance from University of Abertay Dundee. Thomas 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2001
Bachelor of Arts with Honours in Accountancy & Finance
University of Abertay Dundee
2014
Diploma of Financial Planning
Monarch Institute
2014
Self Managed Superannuation Funds
Monarch Institute
2015
Margin Lending
Monarch Institute
2017
Fellow Chartered Financial Practitioner (FChFP)
Association of Financial Advisers (AFA)
2017
Fellow Chartered Financial Practitioner (FChFP) certification
Association of Financial Advisers (AFA)
2025
Graduate Diploma of Financial Planning
Kaplan Professional
2026
Accredited Behavioural Finance Professional (ABFP)
Kaplan Professional
2026
Chartered Retirement Planning Counsellor (CRPC)
Kaplan Professional
Registration History
Excluding LRBA's
Excluding LRBA's.
Excludes Self-Managed Super Fund advice
GWM ADVISER SERVICES PTY LTD
Source: ASIC Financial Advisers Register