Joshua Charters
AFA, DipFP, BEc, BCom - Financial Adviser Authorised Representative - ARN: 1261729
Fiducian Financial Services Canberra
Australian Capital Territory
- admin@provident.net.au
- Phone
- 02 6162 2656
- Address
-
26-28 Napier Close, Deakin ACT 2600
Locked Bag 5, Deakin ACT 2600
About Joshua Charters
Joshua joined Fiducian Financial Services Pty Ltd (Canberra) in August 2015 as a Graduate Paraplanner, originally from a trade background (Electrician). Joshua believes in taking a holistic approach to financial planning and that a comprehensive financial plan should consider areas such as cash management, accumulation of retirement assets, life and health insurance, education funding, tax planning and retirement income planning.
He is also passionate about maintaining a high level of industry education, integrity, professionalism and building long term relationships with his clients.
Joshua has met the FASEA exam standards required by law.
Joshua is a member of the Association of Financial Advisers and holds the following professional designations and qualifications:
- BEcon (Quantative Methods) from University of Queensland
- Diploma Financial Planning
- Advanced Diploma of Financial Planning
Joshua believes that empowering his clients with the knowledge they need to make better financial decisions is the most rewarding aspect of his job. He is also passionate about maintaining a high level of industry education, integrity, professionalism and building long term relationships with his clients.
Outside of Joshua’s work commitments he enjoys leading a healthy and active lifestyle which includes playing touch football, regular gym visits and working on lowering his golf handicap.
Advice Areas
- Commonwealth Superannuation Schemes (CSS, PSS, DFRDB, MilitarySuper, PSSap and ADF Super)
- Wealth Creation Strategies
- Superannuation Strategies (including defined benefit schemes)
- Life Insurance
- Cash Flow Planning
- Centrelink
- Departments of Veterans' Affairs
- Aged Care
- Estate Planning
- Debt Management
- Salary Packaging
- Retirement Planning
- Redundancy Planning
Products
Deposit and Payment Products
- Deposit and Payment Products
- Non-basic Deposit Products
Government Debentures, Stocks or Bonds
- Government Debentures, Stocks or Bonds
Life Products
- Investment Life Insurance Products
- Life Risk Insurance Products
Managed Investment Schemes
- Managed Investment Schemes, including IDPS
- MDA Services
Retirement Savings Account Products
- Retirement and Savings Account Products
Securities
- Securities
Superannuation
- Superannuation – All
- A person’s existing holding in a superannuation product
About Joshua Charters
Joshua joined Fiducian Financial Services Pty Ltd (Canberra) in August 2015 as a Graduate Paraplanner, originally from a trade background (Electrician). Joshua believes in taking a holistic approach to financial planning and that a comprehensive financial plan should consider areas such as cash management, accumulation of retirement assets, life and health insurance, education funding, tax planning and retirement income planning.
He is also passionate about maintaining a high level of industry education, integrity, professionalism and building long term relationships with his clients.
Joshua has met the FASEA exam standards required by law.
Joshua is a member of the Association of Financial Advisers and holds the following professional designations and qualifications:
- BEcon (Quantative Methods) from University of Queensland
- Diploma Financial Planning
- Advanced Diploma of Financial Planning
Joshua believes that empowering his clients with the knowledge they need to make better financial decisions is the most rewarding aspect of his job. He is also passionate about maintaining a high level of industry education, integrity, professionalism and building long term relationships with his clients.
Outside of Joshua’s work commitments he enjoys leading a healthy and active lifestyle which includes playing touch football, regular gym visits and working on lowering his golf handicap.
Advice Areas
- Commonwealth Superannuation Schemes (CSS, PSS, DFRDB, MilitarySuper, PSSap and ADF Super)
- Wealth Creation Strategies
- Superannuation Strategies (including defined benefit schemes)
- Life Insurance
- Cash Flow Planning
- Centrelink
- Departments of Veterans' Affairs
- Aged Care
- Estate Planning
- Debt Management
- Salary Packaging
- Retirement Planning
- Redundancy Planning
Products
Deposit and Payment Products
- Deposit and Payment Products
- Non-basic Deposit Products
Government Debentures, Stocks or Bonds
- Government Debentures, Stocks or Bonds
Life Products
- Investment Life Insurance Products
- Life Risk Insurance Products
Managed Investment Schemes
- Managed Investment Schemes, including IDPS
- MDA Services
Retirement Savings Account Products
- Retirement and Savings Account Products
Securities
- Securities
Superannuation
- Superannuation – All
- A person’s existing holding in a superannuation product