JOSHUA EDWARD DRAKE
Financial Adviser · Newcastle West, NSW
📚 Qualifications & Training
1994 - Bachelor of Commerce - - University of Newcastle
2003 - PS146 Knowledge Assessment - - Integratec
2007 - Certified Financial Planner - - Financial Planning Association of Australia
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.