JOSHUA DAVID FLEMING

Financial Adviser Ā· Subiaco, WA

Registered

Registration Number

001255127

Registration Status

Registered

Location

Subiaco, WA 6008

Providing Advice Since

2017

Registration Date

21/05/2019

Financial Services Licensee

APOGEE FINANCIAL PLANNING PTY LTD

Licence #000230689

šŸ“š Qualifications & Training

2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional
2016 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional
2018 - Bachelor of Science (major in Finance) - Bachelor Degree (AQF 7) - University of Western Australia
2020 - Accredited Listed Product Advice Program - Other - Kaplan Professional
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional

šŸ¢ Professional Memberships

Financial Advice Association of Australia (FAAA)

ā„¹ļø 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.