JOSHUA THOMAS JONES
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2007 - Bachelor of Business (Economics & Finance) - - RMIT University
2008 - Bachelor of Commerce - - University of Melbourne
2009 - Core 1 Securities and Managed Investments Accreditation Program - - Deakin University
2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
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.