Financial Adviser
· WEST PERTH, WA
Joshua Andrew Chapman
No disciplinary history on record with ASIC
1
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001309301
Joshua Andrew Chapman is a financial adviser based in West Perth, Western Australia, with 1 year of experience in the financial services industry. Joshua is currently authorised under Twd Licensee Services 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 Master of Financial Planning from Kaplan Professional. Joshua is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
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
2021
Bachelor of Commerce (Accounting)
Curtin University
2023
Graduate Diploma of Financial Planning
Kaplan Professional
2025
Accredited Listed Product Adviser
Kaplan Professional
2025
Master of Financial Planning
Kaplan Professional
2025
SMSF Specialist Advisor (SSA)
SMSF Association