Financial Adviser · STRATHALBYN, SA

Joshua James Pegler

STRATHALBYN, SA

9 Years experience

Tax advice
authorised

ASIC Registered · ADV 001251884

Currently at

Hillross Financial Services Limited

Sydney, NSW (firm address)

View firm profile

Joshua James Pegler is a financial adviser based in Strathalbyn, South Australia, with 9 years of experience in the financial services industry since 2017. Joshua is currently authorised under Hillross Financial Services Limited, operating through Hillross Financial Services. 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 Bachelor of Finance from University of Adelaide. 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: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2013

Bachelor of Finance

University of Adelaide

2017

Accredited Listed Product Adviser (ASX ALPA) Program

Kaplan Higher Education Pty Limited

2017

Certificate IV in Finance and Mortgage Broking

Kaplan Higher Education Pty Limited

2017

Diploma of Financial Planning

Kaplan Higher Education Pty Limited

2023

7159AFE/7823GBS/7823AFE Principles of Business & Corp Law

Regulation & Legal Obligations - Griffith University

2025

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

2025

FPC003 Superannuation and Retirement Advice

Kaplan Higher Education Pty Limited

2025

FPC007B Client Engagement Skills

Behavioural Finance - Kaplan Higher Education Pty Limited

Registration History

Hillross Financial Services Limited

Dec 2022 - Present Current

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

Charter Financial Planning Limited

Feb 2017 - Dec 2022 Ceased

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

Source: ASIC Financial Advisers Register