Financial Adviser
· MELBOURNE, VIC
Joshua Mcgrath
No disciplinary history on record with ASIC
MELBOURNE,
VIC
4
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001293833
Joshua Mcgrath is a financial adviser based in Melbourne, Victoria, with 4 years of experience in the financial services industry since 2022. Joshua is currently authorised under Verse Wealth Licensee Services, operating through Verse 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 holds a Graduate Diploma of Financial Planning from Kaplan Professional.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2021
Graduate Diploma of Financial Planning
Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register