Joshua Stone
Financial Adviser in Midland, Western Australia, Australia
Review Joshua Stone
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 number000305661
- Location
- Midland WA 6056
- Licensee
- Personal Financial Services Ltd (AFSL 234459)
- Authorised since
- 10 December 2024
- First provided advice
- 2006
- Qualifications
- Diploma of Financial Planning, Kaplan (2016); Graduate Diploma of Financial Planning, Kaplan (2022)
- 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
- Restriction
- NOT SMSF
- Tax (financial) advice
- Yes
- Register status
- Current
About Joshua Stone
On the Financial Advisers Register kept by ASIC, Joshua Stone appears as a current financial adviser in Midland, Western Australia, adviser number 000305661.
The licensee Joshua advises under is Personal Financial Services Ltd (AFS licence 234459). The current authorisation started on 10 December 2024.
The register records 2006 as the year Joshua first provided financial advice. Qualifications and training on file include Diploma of Financial Planning (Kaplan, 2016) and Graduate Diploma of Financial Planning (Kaplan, 2022).
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.
A further restriction is recorded on the register: “NOT SMSF.”
Reviews
Nobody has reviewed Joshua Stone here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Joshua Stone a registered financial adviser?
Yes. Joshua Stone is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000305661.
Which licensee does Joshua Stone work under?
Personal Financial Services Ltd, Australian financial services licence 234459.
What can Joshua Stone 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. It also records this restriction: "NOT SMSF."