Joshua Pennell
Financial Adviser
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About
Joshua Pennell is an ASIC-registered financial adviser dedicated to helping clients in Bentleigh, VIC, and across Australia achieve their financial goals. With a solid foundation built upon a Bachelor of Economics & Finance from RMIT University (2004), Joshua further enhanced his expertise by completing the Certified Financial Planner Program through FINSIA (2007). His commitment to ongoing professional development is evident through certifications in Self Managed Superannuation Funds (Kaplan, 2009) and Margin Lending & Geared Investments (Kaplan, 2010). Joshua is a proud member of the Financial Advice Association of Australia (FAAA), reflecting his adherence to the highest ethical and professional standards. Authorised to provide advice on a comprehensive range of financial products, Joshua offers tailored strategies in superannuation, insurance, and wealth management. His expertise extends to retirement planning, ensuring a comfortable and secure future for his clients. He also provides advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Investment strategies Ready to take control of your financial future? Contact Joshua Pennell today to schedule a consultation and discover how personalised financial advice can make a difference.
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Frequently Asked Questions
What types of financial advice does Joshua Pennell offer?
Joshua Pennell provides advice on superannuation, retirement planning, wealth management, insurance, and various investment strategies. He can assist with Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What qualifications does Joshua Pennell have?
Joshua holds a Bachelor of Economics & Finance from RMIT University, is a Certified Financial Planner, and has certifications in Self Managed Superannuation Funds and Margin Lending & Geared Investments.
What is the process of working with Joshua Pennell?
The process typically begins with an initial consultation to understand your financial goals and current situation. Joshua will then develop a personalised financial plan tailored to your specific needs and regularly review your plan to ensure it remains aligned with your objectives.
How does Joshua Pennell stay up-to-date with the latest financial regulations and market trends?
Joshua is a member of the Financial Advice Association of Australia (FAAA) and is committed to ongoing professional development. He regularly attends industry conferences, completes further education, and stays informed about changes in legislation and market conditions.
What should I expect during my first meeting with Joshua?
During your first meeting, you can expect a friendly and professional conversation about your financial goals, current financial situation, and any concerns you may have. Joshua will explain his services and how he can help you achieve your objectives. It's a chance for you to get to know him and determine if he's the right financial adviser for you.
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