Ushma Joshi McKie
Financial Adviser in Nollamara, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000414118
- Location
- Nollamara WA 6061
- Licensee
- JS Advisory Group Pty Ltd (AFSL 542262)
- Authorised since
- 1 February 2023
- First provided advice
- 2011
- Qualifications
- Bachelor of Science (Actuarial Science), Curtin University of Technology (2007); Master of Financial Planning, Curtin University of Technology (2010); Advanced Self Managed Superannuation Funds Program, Kaplan (2013); Ethics and Professionalism in Financial Advice, Kaplan Professional (2020)
- Memberships
- Million Dollar Round Table
- 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 Ushma Joshi McKie
Ushma Joshi McKie is a financial adviser in Nollamara, Western Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 000414118.
Advice is given under the Australian financial services licence of JS Advisory Group Pty Ltd, licence number 542262. That authorisation dates from 1 February 2023.
According to the register, Ushma first provided financial advice in 2011. Qualifications and training on file include Bachelor of Science (Actuarial Science) (Curtin University of Technology, 2007), Master of Financial Planning (Curtin University of Technology, 2010) and Advanced Self Managed Superannuation Funds Program (Kaplan, 2013). Professional memberships recorded: Million Dollar Round Table.
Ushma 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 Ushma Joshi McKie a registered financial adviser?
Yes. Ushma Joshi McKie is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000414118.
Which licensee does Ushma Joshi McKie work under?
JS Advisory Group Pty Ltd, Australian financial services licence 542262.
What can Ushma Joshi McKie 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.