JOSHUA ADAM SWEENEY
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2010 - CLAW5001 & CLAW 6002 - Legal Environment of Business & Corporations Law - Other - University of Sydney
2010 - CLAW6026 - Concepts of Australian Taxation/Taxation Law and Practice - Other - University of Sydney
2010 - Master of Professional Accounting - Bachelor Degree (AQF 7) - University of Sydney
2011 - Diploma of Financial Services (Financial Planning FNS50804) - Diploma (AQF 5) - Kaplan
2016 - Advanced Diploma of Financial Planning (FNS60415) - Advanced Diploma (AQF 6) - Kaplan
2025 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
ℹ️ 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.