JOSHUA PENNELL
Financial Adviser · Bentleigh, VIC
📚 Qualifications & Training
2004 - Bachelor of Economics & Finance - - RMIT University
2007 - Certified Financial Planner Program - - FINSIA
2009 - Self Managed Superannuation Funds - - Kaplan
2010 - Margin Lending & Geared Investments - - Kaplan
🏢 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.