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Joseph Miasi

Financial Adviser

Ultimum Financial Services
Subiaco, WA 6008

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

Joseph Miasi is an ASIC-registered financial adviser based in Subiaco, WA, dedicated to helping individuals and families achieve their financial goals. With a Bachelor of Commerce from Curtin University of Technology and advanced diplomas in Financial Services from Kaplan Professional, Joseph possesses a strong foundation of knowledge and expertise. As a member of the Financial Advice Association of Australia (FAAA), Joseph adheres to the highest ethical and professional standards. He is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. He can also advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Joseph takes a holistic approach to financial planning, tailoring strategies to each client's unique circumstances and aspirations. He is committed to building long-term relationships based on trust, transparency, and exceptional service. Key services include: • Superannuation advice • Retirement planning • Investment strategies • Insurance solutions • Wealth accumulation Ready to take control of your financial future? Contact Joseph Miasi today to schedule a consultation and discover how he can help you achieve your financial dreams.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Retirement planning strategies Superannuation optimisation Wealth accumulation Risk management and insurance Investment strategies SMSF advice

Client Types

Personal Investors SMSF

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

Verify credentials independently before engaging services

Australian Financial Services Licence

000223135

Verify on ASIC Register

Authorised Representative Number

000328954

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Joseph Miasi provide?

Joseph Miasi provides advice on a broad range of financial matters including superannuation, retirement planning, investments, insurance, and wealth management. He can help you create a personalized financial plan to achieve your goals.

What are Joseph Miasi's qualifications?

Joseph Miasi holds a Bachelor of Commerce from Curtin University of Technology, a Diploma of Financial Services, and an Advanced Diploma of Financial Services from Kaplan Professional. He also holds specialist certifications in Margin Lending and Geared Investments and Self Managed Superannuation Funds.

How does the financial planning process with Joseph Miasi work?

The process typically begins with an initial consultation to understand your financial situation, goals, and risk tolerance. Joseph will then develop a tailored financial plan, present it to you for review, and implement the plan upon your approval. Regular reviews are conducted to ensure the plan remains aligned with your evolving needs.

What can I expect during my first meeting with Joseph Miasi?

During your first meeting, you can expect to discuss your current financial situation, your short and long-term financial goals, and any concerns you may have. Joseph will explain his approach to financial planning and answer any questions you may have about his services and fees.

Why should I choose Joseph Miasi as my financial adviser?

Joseph Miasi is committed to providing personalized, unbiased advice tailored to your unique needs and goals. He is a member of the FAAA and adheres to the highest ethical and professional standards. His goal is to help you achieve financial security and peace of mind.

Get in Touch

Contact Joseph 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.