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JAS Wealth People

All successful businesses have a secret formula; at JAS Wealth our secret is our people

We find and recruit the best, forward thinking financial planners & advisors, so that you can receive the best financial advice for your wealth.

Joshua Stega  |  Financial Advisor, Sydney

In what is a relatively young and dynamic profession I consider myself one of the new breed of financial advisors that has a skill set and qualifications in taxation and financial planning with the added experience of working directly in investment markets. I also run a performance based model portfolio for clients, known as The Performance Portfolio

I have the highest possible rating of platinum on www.adviserratings.com.au

Qualifications

Joshua holds the following qualifications and professional certifications:

  • Master of Taxation and Financial Planning
  • Bachelor of Laws (Hons)
  • Bachelor of Business (Accountancy)
  • Fellow of the Taxation Institute (FTI)
  • SMSF Specialist AdvisorTM
  • Advanced Diploma of Financial Services (Financial Planning)
  • Diploma of Financial Services (Financial Planning)
  • ASX Accredited Derivatives Advisor
  • ASX Accredited Listed Product Adviser (ASIC)
  • Self Managed Superannuation Fund Accredited (Kaplan)

Joshua is regularly featured in the media and contributes to a wealth blog under the name The Wealth Guy 

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