Financial Adviser
· SOUTH MELBOURNE, VIC
Joshua Anthony Wingrove
No disciplinary history on record with ASIC
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000421889
Joshua Anthony Wingrove is a financial adviser based in South Melbourne, Victoria, with 15 years of experience in the financial services industry. Joshua is currently authorised under Achieving Your Dreams 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 from Flinders University. 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
2007
Bachelor of Commerce
Flinders University
2011
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2012
Margin Lending and Geared Investments
Kaplan Professional
2017
Fellow Charted Financial Practitioner
Association of Financial Advisers
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional