Joshua Tallon
Financial Adviser in Toowong, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001267479
- Location
- Toowong QLD 4066
- Licensee
- KPS Wealth Pty Ltd (AFSL 528241)
- Authorised since
- 18 October 2022
- First provided advice
- 2018
- Qualifications
- Diploma of Financial Planning, Integrity Education (2016); Advanced Diploma of Financial Planning, Integrity Education (2018); Graduate Diploma of Financial Planning, Kaplan Professional (2023); Accredited Behavioural Finance Professional ABFP, Kaplan Professional (2024)
- 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 Tallon
Joshua Tallon is a financial adviser in Toowong, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 001267479.
Joshua provides advice as an authorised representative of KPS Wealth Pty Ltd, which holds Australian financial services licence 528241. That authorisation dates from 18 October 2022.
The register records 2018 as the year Joshua first provided financial advice. Qualifications and training on file include Diploma of Financial Planning (Integrity Education, 2016), Advanced Diploma of Financial Planning (Integrity Education, 2018) and Graduate Diploma of Financial Planning (Kaplan Professional, 2023). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
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.
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Questions people ask
Is Joshua Tallon a registered financial adviser?
Yes. Joshua Tallon is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001267479.
Which licensee does Joshua Tallon work under?
KPS Wealth Pty Ltd, Australian financial services licence 528241.
What can Joshua Tallon 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.