Joseph James Dagg
Financial Adviser in Charlestown, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000283217
- Location
- Charlestown NSW 2290
- Licensee
- Synchron Advice Pty Ltd (AFSL 243313)
- Authorised since
- 9 October 2026
- First provided advice
- 2011
- Qualifications
- Bachelor of Mathematics, University of Newcastle (2003); Diploma of Financial Services (Financial Planning), AMP Financial Services (2005); Advanced Diploma of Financial Services (Financial Planning), Kaplan Education Pty Limited (2012); Self Managed Superannuation Funds, Kaplan Education Pty Limited (2013); Tier 1, Kaplan Education Pty Ltd (2016); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Ltd (2021)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Joseph James Dagg
Joseph James Dagg is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Charlestown, New South Wales (adviser number 000283217).
Joseph provides advice as an authorised representative of Synchron Advice Pty Ltd, which holds Australian financial services licence 243313. That authorisation dates from 9 October 2026.
The register records 2011 as the year Joseph first provided financial advice. Qualifications and training on file include Bachelor of Mathematics (University of Newcastle, 2003), Diploma of Financial Services (Financial Planning) (AMP Financial Services, 2005) and Advanced Diploma of Financial Services (Financial Planning) (Kaplan Education Pty Limited, 2012). Joseph is recorded as a member of 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 9 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 James Dagg a registered financial adviser?
Yes. Joseph James Dagg is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000283217.
Which licensee does Joseph James Dagg work under?
Synchron Advice Pty Ltd, Australian financial services licence 243313.
What can Joseph James Dagg give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.