JOSHMON WELKE
Financial Adviser Ā· Adelaide, SA
š Qualifications & Training
2014 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Higher Education Pty Limited
2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Higher Education Pty Limited
2017 - Graduate Certificate in Financial Planning - Graduate Certificate (AQF 8) - Charles Sturt University
2018 - Self Managed Superannuation Funds - Other - Mentor Education
2022 - Graduate Certificate in Applied Finance - Graduate Certificate (AQF 8) - Kaplan Higher Education Pty Limited
2025 - Graduate Diploma of Financial Planning. - Graduate Diploma (AQF 8) - Charles Sturt University
š¢ Professional Memberships
Financial Advice Association of Australia (FAAA)
Financial Advice Association of Australia (FAAA)
ā¹ļø What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.