JOSHUA FILETI
Financial Adviser Ā· Adelaide, SA
š Qualifications & Training
2008 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional
2011 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional
2013 - Self-Managed Superannuation Funds - Other - Kaplan Professional
2016 - Bachelor of Business (Finance) - Bachelor Degree (AQF 7) - Swinburne University of Technology
2023 - Accredited Listed Product Adviser Program - Other - Kaplan Professional
2024 - Accredited Aged Care Professional Program - Other - Aged Care Steps
2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
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.