Financial Adviser
· PORT MACQUARIE, NSW
Joshua William Hamblin
No disciplinary history on record with ASIC
PORT MACQUARIE,
NSW
17
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000377444
Joshua William Hamblin is a financial adviser based in Port Macquarie, New South Wales, with 17 years of experience in the financial services industry since 2009. Joshua is currently authorised under Consultum Financial Advisers. 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 Master of Business in Finance from University of Technology Sydney. Joshua is a member of SMSF Association.
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
2003
Master of Business in Finance
University of Technology Sydney
2009
Advanced Diploma of Financial Services (Financial Planning)
Pinnacle Financial Services Academy
2009
Diploma Financial Services (Financial Planning) FNS50804
Mentor Education Group
2010
Margin Lending
Pinnacle Financial Services Academy
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education