Financial Adviser · BUSSELTON, WA

Joshua David Fleming

BUSSELTON, WA

9 Years experience

Tax advice
authorised

ASIC Registered · ADV 001255127

Currently at

Dj & Ka Investments

Melbourne, VIC (firm address)

View firm profile

Joshua David Fleming is a financial adviser based in Busselton, Western Australia, with 9 years of experience in the financial services industry since 2017. Joshua is currently authorised under Capstone Financial Planning, operating through Dj & Ka Investments. 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 Bachelor of Science (major in Finance) from University of Western Australia. 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

Authorised to provide tax financial advice services

Qualifications and Training

2016

Advanced Diploma of Financial Planning

Kaplan Professional

2016

Diploma of Financial Planning

Kaplan Professional

2018

Bachelor of Science (major in Finance)

University of Western Australia

2020

Accredited Listed Product Advice Program

Kaplan Professional

2020

Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

Registration History

Capstone Financial Planning Pty Ltd

Mar 2021 - Present Current

Capstone Financial Planning Pty Ltd

Oct 2020 - Feb 2021 Ceased

APOGEE FINANCIAL PLANNING PTY LTD

May 2019 - Oct 2020 Ceased

Professional Investment Services Pty Ltd

Aug 2017 - Feb 2019 Ceased

Not authorised to provide advice on Self Managed Superannuation Funds

Professional Investment Services Pty Ltd

Jun 2017 - Aug 2017 Ceased

Not authorised to provide advice on Self Managed Superannuation Funds

Source: ASIC Financial Advisers Register