Joshua Drake
Financial Adviser
Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.
About
Joshua Drake is an ASIC-registered financial adviser based in Newcastle West, NSW, dedicated to helping clients achieve their financial goals with clarity and confidence. With a Bachelor of Commerce from the University of Newcastle (1994), PS146 Knowledge Assessment (2003), and Certified Financial Planner certification from the Financial Planning Association of Australia (2007), Joshua possesses a wealth of knowledge and experience to guide you through the complexities of financial planning. As a member of the Financial Advice Association of Australia (FAAA), Joshua upholds the highest ethical and professional standards. He is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, and investments. His expertise allows him to craft personalised strategies tailored to your unique circumstances. Key services include: • Superannuation Advice • Insurance Solutions • Wealth Management • Retirement Planning • Investment Strategies Whether you're planning for retirement, seeking to grow your wealth, or need advice on insurance, Joshua can help. Contact Joshua today for a consultation and take the first step towards a secure financial future.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
Verify credentials independently before engaging services
Frequently Asked Questions
What types of financial advice does Joshua Drake provide?
Joshua specialises in superannuation advice, insurance solutions, wealth management, and retirement planning. He can also provide guidance on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What are Joshua Drake's qualifications and experience?
Joshua holds a Bachelor of Commerce from the University of Newcastle, a PS146 Knowledge Assessment, and is a Certified Financial Planner with the Financial Planning Association of Australia (now FAAA). He has been providing financial advice since 2003.
How does the financial planning process with Joshua work?
The process typically begins with an initial consultation to understand your financial goals and circumstances. Joshua will then develop a personalised financial plan tailored to your needs. Regular reviews and adjustments will ensure your plan remains aligned with your evolving goals.
What can I expect from working with Joshua Drake?
You can expect clear, straightforward advice, personalised solutions, and a commitment to helping you achieve your financial goals. Joshua prioritises building long-term relationships based on trust and understanding.
Is Joshua Drake a fiduciary?
As an ASIC-registered financial advisor and member of the FAAA, Joshua is committed to acting in your best interests at all times. This fiduciary duty ensures that his advice is always aligned with your needs and objectives.
Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.