Financial Adviser · VARSITY LAKES, QLD

Joshua Michael Thomas Burgess

VARSITY LAKES, QLD
8 Years experience
Tax advice
authorised
ASIC Registered · ADV 001269054
Currently at
Varsity Lakes, QLD (firm address)

Joshua Michael Thomas Burgess is a financial adviser based in Varsity Lakes, Queensland, with 8 years of experience in the financial services industry since 2018. Joshua is currently authorised under Sgn Financial, operating through Sterling Group & Associates. Joshua holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Joshua's qualifications include a Certified Financial Planner Certification from Financial Advice Association Australia. Joshua is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: including SMSF

Authorised to provide tax financial advice services

Qualifications and 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
Kaplan Higher Education Pty Limited
2021
FPC006 Tax and Commercial Law for Financial Planning
Kaplan Higher Education Pty Limited
2022
FPE016 Self Managed Superannuation Funds
Kaplan Higher Education Pty Limited
2024
Certified Financial Planner Certification
Financial Advice Association Australia
2024
Master of Financial Planning
Kaplan Higher Education Pty Limited

Registration History

Jan 2025 - Present Current
including SMSF
Feb 2023 - Dec 2024 Ceased
Aug 2021 - Dec 2021 Ceased
Excludes Self Managed Superannuation Funds
Nov 2018 - Jul 2021 Ceased

Source: ASIC Financial Advisers Register