Joshua Coligan
Financial Adviser in Dulwich, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000319048
- Location
- Dulwich SA 5065
- Licensee
- Wealth Point Pty Ltd (AFSL 522099)
- Authorised since
- 1 July 2020
- First provided advice
- 1996
- Qualifications
- Bachelor of Economics, Flinders University (1993); Graduate Diploma in Financial Planning, FINSIA (2000); Ethics and Professionalism in Financial Advice, Kaplan Professional (2019)
- Memberships
- FINSIA; 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
- Restriction
- Excludes SMSF
- Tax (financial) advice
- Yes
- Register status
- Current
About Joshua Coligan
Joshua Coligan is a financial adviser in Dulwich, South Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 000319048.
Advice is given under the Australian financial services licence of Wealth Point Pty Ltd, licence number 522099. That authorisation dates from 1 July 2020.
According to the register, Joshua first provided financial advice in 1996. The qualifications listed for Joshua include Bachelor of Economics (Flinders University, 1993), Graduate Diploma in Financial Planning (FINSIA, 2000) and Ethics and Professionalism in Financial Advice (Kaplan Professional, 2019). Professional memberships recorded: FINSIA and Financial Advice Association of Australia (FAAA).
The authorisation covers advice 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: “Excludes SMSF.”
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Questions people ask
Is Joshua Coligan a registered financial adviser?
Yes. Joshua Coligan is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000319048.
Which licensee does Joshua Coligan work under?
Wealth Point Pty Ltd, Australian financial services licence 522099.
What can Joshua Coligan 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: "Excludes SMSF."