Financial Adviser
· MULGRAVE, VIC
Joshua Whelan
No disciplinary history on record with ASIC
MULGRAVE,
VIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001271068
About Joshua Whelan
Joshua Whelan is a financial adviser based in Mulgrave, Victoria, with 8 years of experience in the financial services industry since 2018. Joshua is currently authorised under Kycu Financial Planning. Joshua holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Joshua's qualifications include a Bachelor of Commerce (Commercial Law) from Australian Catholic University.
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
2014
Certificate IV in Financial Services
Integrity Education Group
2014
Diploma of Financial Planning
Integrity Education Group
2018
Bachelor of Commerce (Commercial Law)
Australian Catholic University
2025
Graduate Diploma of Financial Planning
Kaplan Professional
Registration History
Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending
Source: ASIC Financial Advisers Register