Joseph James Dougherty
Financial Adviser in Yamba, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000318883
- Location
- Yamba NSW 2464
- Licensee
- Madison Financial Group Pty Ltd (AFSL 246679)
- Authorised since
- 1 November 2021
- First provided advice
- 2007
- Qualifications
- Bachelor of Commerce, University of Queensland (1999); Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional (2012); Ethics and Professionalism in Financial Advice, Kaplan Professional (2020)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, 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 Dougherty
Joseph James Dougherty is a financial adviser in Yamba, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000318883.
The licensee Joseph advises under is Madison Financial Group Pty Ltd (AFS licence 246679). That authorisation dates from 1 November 2021.
The register records 2007 as the year Joseph first provided financial advice. Qualifications and training on file include Bachelor of Commerce (University of Queensland, 1999), Advanced Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2012) and Ethics and Professionalism in Financial Advice (Kaplan Professional, 2020). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Joseph is authorised to advise on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds, 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 James Dougherty a registered financial adviser?
Yes. Joseph James Dougherty is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000318883.
Which licensee does Joseph James Dougherty work under?
Madison Financial Group Pty Ltd, Australian financial services licence 246679.
What can Joseph James Dougherty give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.