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  3. Josh Mark Metcalf

Josh Mark Metcalf

Name
Josh Mark Metcalf
ID
1008044
ABN
–
First Provided Advice
2015
Restrictions
This Authority permits the person to provide the financial services specified under the supervision of a Personal Client Adviser (PCA) who is a registered Tax (financial) Adviser, or in the case of written advice, where it has been checked and countersigned by a PCA who is a registered Tax (financial) adviser before issue.

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

Licencee

Status
Ceased
Licence Holder
Alder And Partners Pty Ltd (#382714)
Commenced
Nov. 10, 2017
Ceased
June 28, 2024
Status
Ceased
Licence Holder
Plan B Wealth Management Pty Ltd (#220382)
Commenced
April 23, 2015
Ceased
May 31, 2015
Status
Ceased
Licence Holder
Shadforth Financial Group Limited (#318613)
Commenced
June 1, 2015
Ceased
Sept. 1, 2017