Financial Adviser
· MILDURA, VIC
Joshua Janssen
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001271317
Joshua Janssen is a financial adviser based in Mildura, Victoria, with 8 years of experience in the financial services industry. Joshua is currently authorised under Fortnum Private Wealth 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 Higher Education Pty Limited.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2017
Advanced Diploma of Financial Planning (FNS60415)
Kaplan
2017
Diploma of Financial Planning (FNS50615)
Kaplan
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2020
ALPA
Kaplan
2020
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
Registration History
Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending
Source: ASIC Financial Advisers Register