Joshua Jones
Financial Adviser
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About
Joshua Jones is an ASIC-registered financial adviser based in Melbourne, VIC. With a strong academic foundation including a Bachelor of Business (Economics & Finance) from RMIT University and a Bachelor of Commerce from the University of Melbourne, Joshua combines his theoretical knowledge with practical expertise gained through the Core 1 Securities and Managed Investments Accreditation Program from Deakin University, and ongoing professional development such as Ethics and Professional Relationships training from QUT. Joshua is authorized to provide advice on a broad range of financial products including superannuation, insurance, wealth management, Investment Life Insurance, Life Risk Insurance, Securities, Derivatives and Government Debt Securities. He is committed to understanding his clients' unique circumstances and tailoring financial strategies to help them achieve their goals. Key services offered include: • Superannuation advice • Insurance solutions • Wealth management strategies • Investment advice • Retirement planning Ready to take control of your financial future? Contact Joshua today to schedule a consultation and discuss your needs.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Joshua Jones provide?
Joshua Jones provides advice on superannuation, insurance, wealth management, Investment Life Insurance, Life Risk Insurance, Securities, Derivatives, and Government Debt Securities.
What qualifications does Joshua Jones have?
Joshua Jones holds a Bachelor of Business (Economics & Finance) from RMIT University, a Bachelor of Commerce from the University of Melbourne, and has completed the Core 1 Securities and Managed Investments Accreditation Program from Deakin University, and Ethics and Professional Relationships training from QUT.
What is the process of working with Joshua Jones?
The process begins with an initial consultation to understand your financial goals and current situation. Joshua will then develop a tailored financial strategy to help you achieve your objectives. Regular reviews and ongoing support are provided to ensure your plan remains aligned with your needs.
Can Joshua Jones help me with my superannuation?
Yes, Joshua Jones can provide comprehensive advice on superannuation, including fund selection, contribution strategies, and retirement planning.
What can I expect during my first meeting with Joshua?
During your first meeting, you can expect to discuss your financial goals, current financial situation, and any concerns you may have. Joshua will listen carefully and ask questions to gain a thorough understanding of your needs and objectives. This initial consultation will help determine how Joshua can best assist you.
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