THOMAS JOSEPH
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2001 - Bachelor of Arts with Honours in Accountancy & Finance - Bachelor Honours Degree (AQF 8) - University of Abertay Dundee
2014 - Diploma of Financial Planning - Diploma (AQF 5) - Monarch Institute
2014 - Self Managed Superannuation Funds - Other - Monarch Institute
2015 - Margin Lending - Other - Monarch Institute
2017 - Fellow Chartered Financial Practitioner (FChFP) - Other - AFA
2025 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
🏢 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.