JOSHUA DAVID PIRIE

Financial Adviser · South Perth, WA

Registered

Registration Number

001250943

Registration Status

Registered

Location

South Perth, WA 6151

Providing Advice Since

2016

Registration Date

03/01/2017

Financial Services Licensee

CHARTER FINANCIAL PLANNING LIMITED

Licence #000234665

📚 Qualifications & Training

2012 - Bachelor of Commerce (Banking and Finance) - Bachelor Degree (AQF 7) - Curtin University
2013 - Professional Diploma in Stockbroking - Diploma (AQF 5) - Stockbrokers Association of Aust (formerly SDIA)
2016 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Higher Education Pty Limited
2017 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Higher Education Pty Limited
2020 - Accredited Listed Product Adviser (ASX ALPA) Program - Other - Kaplan Higher Education Pty Limited
2020 - Self Managed Superannuation Funds - Other - Mentor Education Pty Ltd
2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited

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.