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Joshua Pardede

Financial Adviser

Veritas Wealth Management Pty Ltd
Unley, SA 5061

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About

Joshua Pardede is an ASIC-registered financial adviser based in Unley, South Australia, dedicated to helping clients achieve their financial goals with clarity and confidence. With a Bachelor of Business (Banking and Finance) from the University of South Australia (1999), along with an Advanced Diploma of Financial Services (Financial Planning) and a Diploma of Financial Services from Kaplan Professional (2007), Joshua possesses a strong foundation of knowledge and expertise. As a member of the Financial Advice Association of Australia (FAAA) and a Certified Financial Planner with the Financial Planning Association (FPA), Joshua adheres to the highest ethical and professional standards. He is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, and retirement planning solutions, as well as Investment Life Insurance, Life Risk Insurance, Retirement Savings Accounts and Government Debt Securities. Joshua can assist you with: • Superannuation advice • Insurance solutions to protect your assets and loved ones • Retirement planning to secure your financial future • Investment advice to grow your wealth • Life Risk Insurance Ready to take control of your financial future? Contact Joshua today to schedule a consultation and discover how he can help you achieve your financial aspirations.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Retirement Savings Accounts Government Debt Securities Retirement planning Superannuation strategies Insurance solutions Investment advice Wealth accumulation

Client Types

Personal Investors

Services

Superannuation Advice Insurance Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000238256

Verify on ASIC Register

Authorised Representative Number

000291275

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Joshua Pardede offer?

Joshua specialises in superannuation advice, insurance solutions, and retirement planning. He can also provide advice on investment life insurance, life risk insurance, retirement savings accounts and government debt securities to help you achieve your financial goals.

What qualifications does Joshua Pardede have?

Joshua holds a Bachelor of Business (Banking and Finance) from the University of South Australia, an Advanced Diploma of Financial Services (Financial Planning), and a Diploma of Financial Services from Kaplan Professional.

How does the financial planning process work with Joshua?

The process typically begins with an initial consultation to understand your financial situation, goals, and risk tolerance. Joshua will then develop a tailored financial plan to help you achieve your objectives. Regular reviews are conducted to ensure the plan remains aligned with your changing circumstances.

What professional memberships does Joshua hold?

Joshua is a member of the Financial Advice Association of Australia (FAAA) and a Certified Financial Planner with the Financial Planning Association (FPA).

What should I expect during my first meeting with a financial advisor?

During your first meeting, expect to discuss your current financial situation, your financial goals (both short-term and long-term), and any concerns you may have. This meeting is an opportunity for Joshua to understand your needs and determine how he can best assist you.

Get in Touch

Contact Joshua directly for personalised advice.

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.