JOSHUA DALTON
Financial Adviser Ā· Sandgate, QLD
š Qualifications & Training
2000 - Bachelor of Business - Bachelor Degree (AQF 7) - Griffith University
2013 - Advanced Diploma in Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional
2013 - Self Managed Superannuation Funds - Other - Kaplan Professional Education
2014 - Accredited Listed Product Adviser Program - Other - Kaplan Professional Education
2016 - Certified Financial Planner - Other - Financial Planning Association
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.