JOSHUA ANTHONY WINGROVE
Financial Adviser Ā· South Melbourne, VIC
š Qualifications & Training
2007 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Flinders University
2011 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional
2012 - Margin Lending and Geared Investments - Certificate (AQF 1-4) - Kaplan Professional
2017 - Fellow Charted Financial Practitioner - Professional Designations - Association of Financial Advisers
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
š¢ Professional Memberships
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.