Financial Adviser · SOUTH PERTH, WA

Joshua David Pirie

10 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 001250943

Joshua David Pirie is a financial adviser based in South Perth, Western Australia, with 10 years of experience in the financial services industry. Joshua is currently authorised under Charter Financial Planning Limited. 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 (Banking and Finance) from Curtin University.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2012

Bachelor of Commerce (Banking and Finance)

Curtin University

2013

Professional Diploma in Stockbroking

Stockbrokers Association of Aust (formerly SDIA)

2016

Diploma of Financial Planning

Kaplan Higher Education Pty Limited

2017

Advanced Diploma of Financial Planning

Kaplan Higher Education Pty Limited

2020

Accredited Listed Product Adviser (ASX ALPA) Program

Kaplan Higher Education Pty Limited

2020

Self Managed Superannuation Funds

Mentor Education Pty Ltd

2025

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

Registration History

Charter Financial Planning Limited

Jan 2017 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register