Financial Adviser · FOOTSCRAY, VIC

Josephine Theresa Locke

FOOTSCRAY, VIC
8 Years experience
ASIC Registered · ADV 001269610
Licensee
Footscray, VIC (licence address on ASIC register)

About Josephine Theresa Locke

Josephine Theresa Locke is a financial adviser based in Footscray, Victoria, with 8 years of experience in the financial services industry since 2018. Josephine works at State Trustees, which is licensed through State Trustees Limited. Josephine holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments. Josephine's qualifications include a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited.

Authorised to Advise On

Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Government Bonds

Qualifications and Training

2007
Diploma of Financial Services (Financial Planning)
Mentor Education
2019
Accredited Aged Care Professional Program
Aged Care Steps
2019
Advanced Diploma of Financial Planning
Mentor Education
2025
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited

Registration History

Nov 2018 - Present Current

Source: ASIC Financial Advisers Register