Financial Adviser · ROBINA, QLD

Joseph Anthony Walsh

ROBINA, QLD

25 Years experience

Tax advice
authorised

ASIC Registered · ADV 000227347

Currently at

Independent Wealth Management

Robina, QLD (firm address)

View firm profile

Joseph Anthony Walsh is a financial adviser based in Robina, Queensland, with 25 years of experience in the financial services industry since 2001. Joseph is currently authorised under Independent Wealth Management. Joseph holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Joseph holds a Diploma of Financial Planning from Financial Planning Association of Australia (FPA). Joseph is a member of CFP - Certified Financial Planner (FPA) and Financial Advice Association of Australia (FAAA).

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

2004

Diploma of Financial Planning

Financial Planning Association of Australia (FPA)

Registration History

Independent Wealth Management Pty Ltd

Oct 2018 - Present Current

Psk Advisory Services Pty Ltd

Mar 2013 - Aug 2018 Ceased

One off licensee approval is required for products which are either not on the approved product list or Derivatives.

STRATEGIC PLANNING PARTNERS PTY LTD

Mar 2013 - Aug 2018 Ceased

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

PPS LIFESTYLE SOLUTIONS PTY LTD

Aug 2011 - Feb 2012 Ceased

Source: ASIC Financial Advisers Register