Thomas Joseph
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001000912
- Location
- Melbourne VIC 3000
- Licensee
- Advocate Advisory Pty. Ltd. (AFSL 405576)
- Authorised since
- 2 July 2024
- First provided advice
- 2014
- Qualifications
- Bachelor of Arts with Honours in Accountancy & Finance, University of Abertay Dundee (2001); Diploma of Financial Planning, Monarch Institute (2014); Self Managed Superannuation Funds, Monarch Institute (2014); Margin Lending, Monarch Institute (2015); Fellow Chartered Financial Practitioner (FChFP), Association of Financial Advisers (AFA) (2017); Fellow Chartered Financial Practitioner (FChFP) certification, Association of Financial Advisers (AFA) (2017); Graduate Diploma of Financial Planning, Kaplan Professional (2025); Accredited Behavioural Finance Professional (ABFP), Kaplan Professional (2026); Chartered Retirement Planning Counsellor (CRPC), Kaplan Professional (2026)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Thomas Joseph
Thomas Joseph is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Melbourne, Victoria (adviser number 001000912).
The licensee Thomas advises under is Advocate Advisory Pty. Ltd. (AFS licence 405576). The current authorisation started on 2 July 2024.
According to the register, Thomas first provided financial advice in 2014. Qualifications and training on file include Bachelor of Arts with Honours in Accountancy & Finance (University of Abertay Dundee, 2001), Diploma of Financial Planning (Monarch Institute, 2014) and Self Managed Superannuation Funds (Monarch Institute, 2014). Thomas is recorded as a member of Financial Advice Association of Australia (FAAA).
Thomas 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.
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Questions people ask
Is Thomas Joseph a registered financial adviser?
Yes. Thomas Joseph is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001000912.
Which licensee does Thomas Joseph work under?
Advocate Advisory Pty. Ltd., Australian financial services licence 405576.
What can Thomas Joseph give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; retirement savings accounts; standard margin lending.