Financial Adviser · SUBIACO, WA

Joseph Miasi

18 Years experience
Tax advice
authorised
ASIC Registered · ADV 000328954

Joseph Miasi is a financial adviser based in Subiaco, Western Australia, with 18 years of experience in the financial services industry. Joseph is currently authorised under Capstone Financial Planning Pty Ltd. Joseph 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 Curtin University of Technology. Joseph 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

2005
Bachelor of Commerce
Curtin University of Technology
2007
Diploma of Financial Services
Kaplan Professional
2009
Advanced Diploma of Financial Services
Kaplan Professional
2010
Margin Lending and Geared Investments
Kaplan Professional
2011
Self Managed Superannuation Funds
Kaplan Professional

Registration History

Jul 2021 - Present Current
Oct 2018 - Jun 2021 Ceased
May 2011 - Sep 2018 Ceased
W B FINANCIAL MANAGEMENT PTY LTD
Dec 2009 - May 2011 Ceased

Source: ASIC Financial Advisers Register