Joshua Pennell
Financial Adviser in Bentleigh, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000305034
- Location
- Bentleigh VIC 3204
- Licensee
- Ozplan Financial Services Pty Ltd (AFSL 221235)
- Authorised since
- 29 October 2012
- First provided advice
- 2009
- Qualifications
- Bachelor of Economics & Finance, RMIT University (2004); Certified Financial Planner Program, FINSIA (2007); Self Managed Superannuation Funds, Kaplan (2009); Margin Lending & Geared Investments, Kaplan (2010)
- 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 Pennell
On the Financial Advisers Register kept by ASIC, Joshua Pennell appears as a current financial adviser in Bentleigh, Victoria, adviser number 000305034.
The licensee Joshua advises under is Ozplan Financial Services Pty Ltd (AFS licence 221235). The current authorisation started on 29 October 2012.
The register records 2009 as the year Joshua first provided financial advice. Qualifications and training on file include Bachelor of Economics & Finance (RMIT University, 2004), Certified Financial Planner Program (FINSIA, 2007) and Self Managed Superannuation Funds (Kaplan, 2009). Joshua is recorded as a member of 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 Pennell a registered financial adviser?
Yes. Joshua Pennell is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000305034.
Which licensee does Joshua Pennell work under?
Ozplan Financial Services Pty Ltd, Australian financial services licence 221235.
What can Joshua Pennell 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.