Joshua David Pirie
Financial Adviser in South Perth, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001250943
- Location
- South Perth WA 6151
- Licensee
- Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 3 January 2017
- First provided advice
- 2016
- Qualifications
- Bachelor of Commerce (Banking and Finance), Curtin University (2012); Professional Diploma in Stockbroking, Stockbrokers Association of Aust (formerly SDIA) (2013); Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2016); Advanced Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2017); Accredited Listed Product Adviser (ASX ALPA) Program, Kaplan Higher Education Pty Limited (2020); Self Managed Superannuation Funds, Mentor Education Pty Ltd (2020); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2025)
- 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, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Joshua David Pirie
Joshua David Pirie is listed on ASIC’s Financial Advisers Register as a current financial adviser based in South Perth, Western Australia (adviser number 001250943).
The licensee Joshua advises under is Charter Financial Planning Limited (AFS licence 234665). That authorisation dates from 3 January 2017.
The register records 2016 as the year Joshua first provided financial advice. The qualifications listed for Joshua include Bachelor of Commerce (Banking and Finance) (Curtin University, 2012), Professional Diploma in Stockbroking (Stockbrokers Association of Aust (formerly SDIA), 2013) and Diploma of Financial Planning (Kaplan Higher Education Pty Limited, 2016).
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.
The register adds a condition to this authorisation: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Joshua David Pirie a registered financial adviser?
Yes. Joshua David Pirie is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001250943.
Which licensee does Joshua David Pirie work under?
Charter Financial Planning Limited, Australian financial services licence 234665.
What can Joshua David Pirie 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; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."