Joshua David Fleming
Financial Adviser in Busselton, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001255127
- Location
- Busselton WA 6280
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 16 March 2021
- First provided advice
- 2017
- Qualifications
- Advanced Diploma of Financial Planning, Kaplan Professional (2016); Diploma of Financial Planning, Kaplan Professional (2016); Bachelor of Science (major in Finance), University of Western Australia (2018); Accredited Listed Product Advice Program, Kaplan Professional (2020); 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, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Joshua David Fleming
Joshua David Fleming is a financial adviser in Busselton, Western Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 001255127.
Advice is given under the Australian financial services licence of Capstone Financial Planning Pty Ltd, licence number 223135. The current authorisation started on 16 March 2021.
The register records 2017 as the year Joshua first provided financial advice. The qualifications listed for Joshua include Advanced Diploma of Financial Planning (Kaplan Professional, 2016), Diploma of Financial Planning (Kaplan Professional, 2016) and Bachelor of Science (major in Finance) (University of Western Australia, 2018). 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 8 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 David Fleming a registered financial adviser?
Yes. Joshua David Fleming is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001255127.
Which licensee does Joshua David Fleming work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Joshua David Fleming 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.