Financial Adviser · WEST PERTH, WA

Joshua Adam Teh

16 Years experience
Tax advice
authorised
ASIC Registered · ADV 000388087

Joshua Adam Teh is a financial adviser based in West Perth, Western Australia, with 16 years of experience in the financial services industry. Joshua is currently authorised under Infocus Securities Australia 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 Diploma of Financial Services (Financial Planning) from Kaplan Professional.

Authorised to Advise On

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

Restrictions: Superannuation excludes SMSF advice.

Authorised to provide tax financial advice services

Qualifications and Training

2010
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2026
Accredited Listed Product Adviser (ALPA)
Kaplan Professional

Registration History

Dec 2021 - Present Current
Superannuation excludes SMSF advice.
Jul 2019 - Dec 2021 Ceased
Superannuation Authorisation excludes Self Managed Superannuation Funds advice
SECURITOR FINANCIAL GROUP PTY LIMITED
Jun 2016 - Jul 2019 Ceased
Excluding Self Managed Superannuation Funds
GUARDIANFP PTY LIMITED
Oct 2014 - May 2016 Ceased
Superannuation excludes SMSF Advice
AFFINIA FINANCIAL ADVISERS PTY LTD
Apr 2013 - Sep 2014 Ceased
Jul 2012 - Apr 2013 Ceased
Apr 2011 - Jul 2012 Ceased
Nov 2010 - Apr 2011 Ceased

Source: ASIC Financial Advisers Register