Financial Adviser · CARLTON, NSW

Joseph Bylhouwer

22 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000263593

Joseph Bylhouwer is a financial adviser based in Carlton, New South Wales, with 22 years of experience in the financial services industry. Joseph is currently authorised under Lifespan Financial Planning Pty Ltd. Joseph holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Ecconomics from University of Sydney. Joseph is a member of CPA Australia (CPA) and FINSIA.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: The representative is not authorised to provide personal advice on Self-Managed Superannuation Funds (SMSF)

Authorised to provide tax financial advice services

Qualifications and Training

1995

Bachelor of Ecconomics

University of Sydney

2001

Graduate Diploma in Applied Finance and Investments

Securities Institute

2010

Margin Lending

Pinnacle Financial Services Academy

2014

CPA

CPA Australia

2019

Ethics and Professionalism in Financial Advice

Ethics - Kaplan

Registration History

Lifespan Financial Planning Pty Ltd

Jul 2018 - Present Current

The representative is not authorised to provide personal advice on Self-Managed Superannuation Funds (SMSF)

TOTAL FINANCIAL SOLUTIONS AUSTRALIA PTY LTD

Oct 2014 - Jul 2018 Ceased

TVISION PTY LTD

Feb 2004 - Sep 2010 Ceased

Source: ASIC Financial Advisers Register