Joshmon Welke
Financial Adviser in Adelaide, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001003310
- Location
- Adelaide SA 5000
- Licensee
- Macquarie Bank Limited (AFSL 237502); Macquarie Equities Limited (AFSL 237504)
- Authorised since
- 26 August 2020
- First provided advice
- 2015
- Qualifications
- Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2014); Advanced Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2015); Graduate Certificate in Financial Planning, Charles Sturt University (2017); Self Managed Superannuation Funds, Mentor Education (2018); Graduate Certificate in Applied Finance, Kaplan Higher Education Pty Limited (2022); Graduate Diploma of Financial Planning., Charles Sturt University (2025)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Joshmon Welke
Joshmon Welke is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Adelaide, South Australia (adviser number 001003310).
The licensee Joshmon advises under is Macquarie Bank Limited (AFS licence 237502). The register also lists Macquarie Equities Limited (licence 237504). The current authorisation started on 26 August 2020.
According to the register, Joshmon first provided financial advice in 2015. Qualifications and training on file include Diploma of Financial Planning (Kaplan Higher Education Pty Limited, 2014), Advanced Diploma of Financial Planning (Kaplan Higher Education Pty Limited, 2015) and Graduate Certificate in Financial Planning (Charles Sturt University, 2017). Joshmon 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 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 Joshmon Welke a registered financial adviser?
Yes. Joshmon Welke is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001003310.
Which licensee does Joshmon Welke work under?
Macquarie Bank Limited, Australian financial services licence 237502 and Macquarie Equities Limited, Australian financial services licence 237504.
What can Joshmon Welke 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.