Joseph Anthony Walsh
Financial Adviser in Robina, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000227347
- Location
- Robina QLD 4226
- Licensee
- Independent Wealth Management Pty Ltd (AFSL 493459)
- Authorised since
- 31 October 2018
- First provided advice
- 2001
- Qualifications
- Diploma of Financial Planning, Financial Planning Association of Australia (FPA) (2004)
- Memberships
- CFP - Certified Financial Planner (FPA); Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Joseph Anthony Walsh
Joseph Anthony Walsh is a financial adviser in Robina, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000227347.
Joseph provides advice as an authorised representative of Independent Wealth Management Pty Ltd, which holds Australian financial services licence 493459. That authorisation dates from 31 October 2018.
The register records 2001 as the year Joseph first provided financial advice. The qualifications listed for Joseph include Diploma of Financial Planning (Financial Planning Association of Australia (FPA), 2004). Joseph is recorded as a member of CFP – Certified Financial Planner (FPA) and Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Joseph Anthony Walsh a registered financial adviser?
Yes. Joseph Anthony Walsh is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000227347.
Which licensee does Joseph Anthony Walsh work under?
Independent Wealth Management Pty Ltd, Australian financial services licence 493459.
What can Joseph Anthony Walsh give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; retirement savings accounts.