Joshua Alexander Pardede
Financial Adviser in Unley, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000291275
- Location
- Unley SA 5061
- Licensee
- Matrix Planning Solutions Limited (AFSL 238256)
- Authorised since
- 21 October 2021
- First provided advice
- 2000
- Qualifications
- Bachelor of Business (Banking and Finance), University of South Australia (1999); Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional (2007); Diploma of Financial Services, Kaplan Professional (2007)
- Memberships
- Financial Advice Association of Australia (FAAA); Financial Planning Association (FPA) - Certified Financial Planner
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF
- Tax (financial) advice
- Yes
- Register status
- Current
About Joshua Alexander Pardede
On the Financial Advisers Register kept by ASIC, Joshua Alexander Pardede appears as a current financial adviser in Unley, South Australia, adviser number 000291275.
The licensee Joshua advises under is Matrix Planning Solutions Limited (AFS licence 238256). That authorisation dates from 21 October 2021.
The register records 2000 as the year Joshua first provided financial advice. Qualifications and training on file include Bachelor of Business (Banking and Finance) (University of South Australia, 1999), Advanced Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2007) and Diploma of Financial Services (Kaplan Professional, 2007). Joshua is recorded as a member of Financial Advice Association of Australia (FAAA) and Financial Planning Association (FPA) – Certified Financial Planner.
Joshua 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 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF.”
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Questions people ask
Is Joshua Alexander Pardede a registered financial adviser?
Yes. Joshua Alexander Pardede is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000291275.
Which licensee does Joshua Alexander Pardede work under?
Matrix Planning Solutions Limited, Australian financial services licence 238256.
What can Joshua Alexander Pardede 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. It also records this restriction: "Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF."