Financial Adviser
· NEWCASTLE WEST, NSW
Joshua Edward Drake
No disciplinary history on record with ASIC
NEWCASTLE WEST,
NSW
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000245906
Currently at
Newcastle West, NSW (firm address)
About Joshua Edward Drake
Joshua Edward Drake is a financial adviser based in Newcastle West, New South Wales, with 26 years of experience in the financial services industry since 2000. Joshua is currently authorised under Pitcher Partners Private Wealth, operating through Pitcher Partners Private Wealth Operations. Joshua holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Joshua's qualifications include a Certified Financial Planner from Financial Planning Association of Australia. Joshua is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1994
Bachelor of Commerce
University of Newcastle
2003
PS146 Knowledge Assessment
Integratec
2007
Certified Financial Planner
Financial Planning Association of Australia