Financial Adviser
· BUSSELTON, WA
Joshua David Fleming
No disciplinary history on record with ASIC
9
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001255127
Joshua David Fleming is a financial adviser based in Busselton, Western Australia, with 9 years of experience in the financial services industry. Joshua is currently authorised under Capstone Financial Planning 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 Science (major in Finance) from University of Western Australia. 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
Authorised to provide tax financial advice services
Qualifications and Training
2016
Advanced Diploma of Financial Planning
Kaplan Professional
2016
Diploma of Financial Planning
Kaplan Professional
2018
Bachelor of Science (major in Finance)
University of Western Australia
2020
Accredited Listed Product Advice Program
Kaplan Professional
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
APOGEE FINANCIAL PLANNING PTY LTD
Not authorised to provide advice on Self Managed Superannuation Funds
Not authorised to provide advice on Self Managed Superannuation Funds
Source: ASIC Financial Advisers Register