Joseph Calcraft
Financial Adviser in Kiama, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001237045
- Location
- Kiama NSW 2533
- Licensee
- PGW Financial Services Pty Ltd (AFSL 384713)
- Authorised since
- 17 February 2021
- First provided advice
- 2015
- Qualifications
- Bachelor of Commerce (Economics), University of Wollongong (2006); Master of Applied Finance, University of Wollongong Australia (2008); Diploma of Financial Planning, International Institute of Technology (2015); Advanced Diploma of Financial Planning, Kaplan Professional (2017); Ethics and Professionalism in Financial Advice, Kaplan Professional (2020); Commercial Law, Kaplan Professional (2026)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Joseph Calcraft
Joseph Calcraft is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Kiama, New South Wales (adviser number 001237045).
The licensee Joseph advises under is PGW Financial Services Pty Ltd (AFS licence 384713). That authorisation dates from 17 February 2021.
According to the register, Joseph first provided financial advice in 2015. Qualifications and training on file include Bachelor of Commerce (Economics) (University of Wollongong, 2006), Master of Applied Finance (University of Wollongong Australia, 2008) and Diploma of Financial Planning (International Institute of Technology, 2015).
Joseph is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 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 Calcraft a registered financial adviser?
Yes. Joseph Calcraft is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001237045.
Which licensee does Joseph Calcraft work under?
PGW Financial Services Pty Ltd, Australian financial services licence 384713.
What can Joseph Calcraft 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; standard margin lending.