Joshua Coligan
Financial Adviser
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About
Joshua Coligan is an ASIC-registered financial adviser based in Dulwich, South Australia, dedicated to helping clients achieve their financial goals. With a Bachelor of Economics from Flinders University (1993) and a Graduate Diploma in Financial Planning from FINSIA (2000), Joshua has a strong foundation in financial principles. His commitment to ethical practice is further underscored by completing the Ethics and Professionalism in Financial Advice program with Kaplan Professional in 2019. He is a member of both FINSIA and the Financial Advice Association of Australia (FAAA). Joshua is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, and retirement planning. He specialises in guiding clients through the complexities of investment life insurance, life risk insurance, retirement savings accounts, and government debt securities. His tailored approach ensures that each client receives personalised solutions to meet their specific needs. • Superannuation Advice • Insurance Solutions • Retirement Planning Strategies • Investment Guidance Ready to take control of your financial future? Contact Joshua Coligan today to schedule a consultation and discover how he can help you build a secure and prosperous tomorrow.
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Frequently Asked Questions
What types of financial advice does Joshua Coligan offer?
Joshua Coligan provides advice on a range of financial products including superannuation, insurance, retirement planning, investment life insurance, life risk insurance, retirement savings accounts, and government debt securities. He can help you create a tailored plan to achieve your financial goals.
What are Joshua Coligan's qualifications?
Joshua holds a Bachelor of Economics from Flinders University and a Graduate Diploma in Financial Planning from FINSIA. He has also completed the Ethics and Professionalism in Financial Advice program with Kaplan Professional. He is a member of FINSIA and the FAAA.
What can I expect during my first consultation with Joshua?
During your initial consultation, Joshua will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then outline a potential strategy tailored to your needs and explain the fees involved. This is a great opportunity to ask questions and determine if Joshua is the right fit for you.
How does Joshua Coligan stay up-to-date with the latest financial regulations and trends?
Joshua is committed to ongoing professional development and regularly participates in industry conferences, seminars, and training programs. He is a member of both FINSIA and the FAAA which provide ongoing resources to ensure he provides accurate and up-to-date advice.
What is the process for becoming a client of Joshua Coligan?
The first step is to schedule an initial consultation. After this meeting, if you decide to proceed, Joshua will develop a Statement of Advice outlining his recommendations and the associated costs. Once you approve the Statement of Advice, he will help you implement the plan and provide ongoing support and reviews.
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