Joshua Edward Drake
Financial Adviser in Newcastle West, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000245906
- Location
- Newcastle West NSW 2302
- Licensee
- Pitcher Partners Private Wealth Pty Ltd (AFSL 515251)
- Authorised since
- 1 September 2019
- First provided advice
- 2000
- Qualifications
- Bachelor of Commerce, University of Newcastle (1994); PS146 Knowledge Assessment, Integratec (2003); Certified Financial Planner, Financial Planning Association of Australia (2007)
- 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 Edward Drake
Joshua Edward Drake is a financial adviser in Newcastle West, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000245906.
Advice is given under the Australian financial services licence of Pitcher Partners Private Wealth Pty Ltd, licence number 515251. That authorisation dates from 1 September 2019.
The register records 2000 as the year Joshua first provided financial advice. Qualifications and training on file include Bachelor of Commerce (University of Newcastle, 1994), PS146 Knowledge Assessment (Integratec, 2003) and Certified Financial Planner (Financial Planning Association of Australia, 2007). 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 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 Edward Drake a registered financial adviser?
Yes. Joshua Edward Drake is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000245906.
Which licensee does Joshua Edward Drake work under?
Pitcher Partners Private Wealth Pty Ltd, Australian financial services licence 515251.
What can Joshua Edward Drake 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.