JOSHUA DENES FREDKIN

Financial Adviser · Sydney, NSW

Registered

Registration Number

001303718

Registration Status

Registered

Location

Sydney, NSW 2000

Providing Advice Since

2024

Registration Date

06/06/2023

Financial Services Licensee

FINANCIAL INDEX AUSTRALIA PTY LTD

Licence #000240559

📚 Qualifications & Training

2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
2025 - Borrowing - Certificate (AQF 1-4) - SuperConcepts
2026 - Margin Lending Specialist - Certificate (AQF 1-4) - 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.