Financial Adviser
· MIDLAND, WA
Joshua Stone
No disciplinary history on record with ASIC
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000305661
Joshua Stone is a financial adviser based in Midland, Western Australia, with 20 years of experience in the financial services industry. Joshua is currently authorised under Personal Financial Services 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.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Restrictions: NOT SMSF
Authorised to provide tax financial advice services
Qualifications and Training
2016
Diploma of Financial Planning
Kaplan
2022
Graduate Diploma of Financial Planning
Kaplan
Registration History
NOT SMSF
AFFINIA FINANCIAL ADVISERS PTY LTD
Not Authorised for SMSF
Source: ASIC Financial Advisers Register