JOSHUA MICHAEL THOMAS BURGESS
Financial Adviser · Brisbane, QLD
📚 Qualifications & Training
2015 - Bachelor of Business (Marketing) - - University of Southern Queensland
2015 - Bachelor of Commerce (Finance) - - University of Southern Queensland
2015 - Diploma of Financial Planning - - Kaplan Professional
2021 - FPC001B Economic and Legal Context for Financial Planning - Other - Kaplan Higher Education Pty Limited
2021 - FPC006 Tax and Commercial Law for Financial Planning - Other - Kaplan Higher Education Pty Limited
2022 - FPE016 Self Managed Superannuation Funds - Other - Kaplan Higher Education Pty Limited
2024 - Certified Financial Planner Certification - Professional Designations - Financial Advice Association Australia
2024 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education Pty Limited
🏢 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.