Joshua Dalton
Financial Adviser in Sandgate, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000305170
- Location
- Sandgate QLD 4017
- Licensee
- Dalton Financial Services Pty Ltd (AFSL 530255)
- Authorised since
- 1 July 2021
- First provided advice
- 2006
- Qualifications
- Bachelor of Business, Griffith University (2000); Advanced Diploma in Financial Planning, Kaplan Professional (2013); Self Managed Superannuation Funds, Kaplan Professional Education (2013); Accredited Listed Product Adviser Program, Kaplan Professional Education (2014); Certified Financial Planner, Financial Planning Association (2016)
- 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, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Joshua Dalton
Joshua Dalton is a financial adviser in Sandgate, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000305170.
The licensee Joshua advises under is Dalton Financial Services Pty Ltd (AFS licence 530255). The current authorisation started on 1 July 2021.
The register records 2006 as the year Joshua first provided financial advice. Qualifications and training on file include Bachelor of Business (Griffith University, 2000), Advanced Diploma in Financial Planning (Kaplan Professional, 2013) and Self Managed Superannuation Funds (Kaplan Professional Education, 2013). Professional memberships recorded: 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 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Joshua Dalton a registered financial adviser?
Yes. Joshua Dalton is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000305170.
Which licensee does Joshua Dalton work under?
Dalton Financial Services Pty Ltd, Australian financial services licence 530255.
What can Joshua Dalton 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; retirement savings accounts; standard margin lending.