Financial Adviser
· ESSENDON NORTH, VIC
Josh Gaylor
No disciplinary history on record with ASIC
ESSENDON NORTH,
VIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001235845
Josh Gaylor is a financial adviser based in Essendon North, Victoria, with 11 years of experience in the financial services industry since 2015. Josh is currently authorised under Moneyplan Australia (M.p.). Josh holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Josh's qualifications include a Bachelor of Business (Financial Risk Management) from Victoria University.
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
2012
Bachelor of Business (Financial Risk Management)
Victoria University
2014
Diploma of Financial Planning
Kaplan Professional
2025
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register