Joshua Page
Financial Adviser in Ringwood, Victoria, Australia
Review Joshua Page
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number001240311
- Location
- Ringwood VIC 3134
- Licensee
- Nextplan Financial Pty Ltd (AFSL 452996)
- Authorised since
- 2 March 2020
- First provided advice
- 2006
- Qualifications
- Bachelor of Commerce (Accounting & Finance), Monash University (2003); Diploma of Financial Services (Financial Planning), Kaplan (2008); Advanced Diploma of Financial Services (Financial Planning), Kaplan (2011); Graduate Certificate in Financial Planning, Kaplan Professional (2017); Master of Financial Planning, Kaplan Professional (2021)
- Memberships
- Financial Planner AFP (FPA)
- 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 Page
Joshua Page is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Ringwood, Victoria (adviser number 001240311).
The licensee Joshua advises under is Nextplan Financial Pty Ltd (AFS licence 452996). That authorisation dates from 2 March 2020.
According to the register, Joshua first provided financial advice in 2006. Qualifications and training on file include Bachelor of Commerce (Accounting & Finance) (Monash University, 2003), Diploma of Financial Services (Financial Planning) (Kaplan, 2008) and Advanced Diploma of Financial Services (Financial Planning) (Kaplan, 2011). Joshua is recorded as a member of Financial Planner AFP (FPA).
Joshua is authorised to advise 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.
Reviews
Nobody has reviewed Joshua Page here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Joshua Page a registered financial adviser?
Yes. Joshua Page is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001240311.
Which licensee does Joshua Page work under?
Nextplan Financial Pty Ltd, Australian financial services licence 452996.
What can Joshua Page 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.