Financial Adviser
· TOOWONG, QLD
Joshua Tallon
No disciplinary history on record with ASIC
TOOWONG,
QLD
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001267479
About Joshua Tallon
Joshua Tallon is a financial adviser based in Toowong, Queensland, with 8 years of experience in the financial services industry since 2018. Joshua is currently authorised under Kps Wealth. Joshua holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Joshua's qualifications include a Graduate Diploma of Financial Planning from Kaplan Professional. Joshua is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2016
Diploma of Financial Planning
Integrity Education
2018
Advanced Diploma of Financial Planning
Integrity Education
2023
Graduate Diploma of Financial Planning
Kaplan Professional
2024
Accredited Behavioural Finance Professional ABFP
Kaplan Professional
Registration History
AAN WEALTH MANAGEMENT PTY LTD
GWM ADVISER SERVICES PTY LTD
Source: ASIC Financial Advisers Register