Joshua Anthony Wingrove
Financial Adviser in South Melbourne, Victoria, Australia
Review Joshua Anthony Wingrove
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000421889
- Location
- South Melbourne VIC 3205
- Licensee
- Achieving Your Dreams Pty Ltd (AFSL 552419)
- Authorised since
- 15 July 2024
- First provided advice
- 2011
- Qualifications
- Bachelor of Commerce, Flinders University (2007); Diploma of Financial Services (Financial Planning), Kaplan Professional (2011); Margin Lending and Geared Investments, Kaplan Professional (2012); Fellow Charted Financial Practitioner, Association of Financial Advisers (2017); Ethics and Professionalism in Financial Advice, Kaplan Professional (2020)
- 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Joshua Anthony Wingrove
On the Financial Advisers Register kept by ASIC, Joshua Anthony Wingrove appears as a current financial adviser in South Melbourne, Victoria, adviser number 000421889.
The licensee Joshua advises under is Achieving Your Dreams Pty Ltd (AFS licence 552419). That authorisation dates from 15 July 2024.
According to the register, Joshua first provided financial advice in 2011. Qualifications and training on file include Bachelor of Commerce (Flinders University, 2007), Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2011) and Margin Lending and Geared Investments (Kaplan Professional, 2012). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Joshua 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.
Reviews
Nobody has reviewed Joshua Anthony Wingrove here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Joshua Anthony Wingrove a registered financial adviser?
Yes. Joshua Anthony Wingrove is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000421889.
Which licensee does Joshua Anthony Wingrove work under?
Achieving Your Dreams Pty Ltd, Australian financial services licence 552419.
What can Joshua Anthony Wingrove 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; standard margin lending.