Financial Adviser · WODONGA, VIC

Joseph Christopher Pricsina

27 Years experience
Tax advice
authorised
ASIC Registered · ADV 000275056

Joseph Christopher Pricsina is a financial adviser based in Wodonga, Victoria, with 27 years of experience in the financial services industry since 1999. Joseph is currently authorised under First Mutual Australia. Joseph holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Joseph's qualifications include a Certified Financial Planner (CFP) from Financial Planning Association of Australia (FPA). Joseph 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 Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2002
Certified Financial Planner (CFP)
Financial Planning Association of Australia (FPA)
2002
Diploma of Financial Planning
Deakin University
2011
Margin Lending and Geared Investments
Kaplan Professional
2019
SMSF
Financial Education Professionals

Registration History

Jul 2023 - Present Current
Jun 2021 - Oct 2022 Ceased
Jul 2019 - Jun 2021 Ceased
Oct 2011 - Jun 2019 Ceased
WEALTHSURE PTY LTD
Sep 2008 - Oct 2011 Ceased

Source: ASIC Financial Advisers Register