Financial Adviser · NORTH SYDNEY, NSW

Joel Simon Evans

25 Years experience

Tax advice
authorised

Currently at

North Sydney, NSW

View firm profile

ASIC Registered · ADV 000411461

Joel Simon Evans is a financial adviser based in North Sydney, New South Wales, with 25 years of experience in the financial services industry. Joel is currently authorised under Evaro Wealth Partners Pty Ltd. Joel 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 Certified Financial Planner program from Financial Planning Association. Joel is a member of Chartered Accountants Australia and New Zealand (CA ANZ) and Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

1996

BCom (Accounting & Finance)

University of Newcastle

2004

Certified Financial Planner program

Financial Planning Association

2007

Certificate in Self-managed Superannuation

Kaplan Professional

2011

ASX Accredited Listed Products Adviser program

Kaplan Professional

2014

Certificate IV in Finance & Mortgage Broking

Kaplan Professional

Registration History

Evaro Wealth Partners Pty Ltd

May 2015 - Present Current

GENESYS WEALTH ADVISERS PTY LIMITED

Sep 2011 - Apr 2015 Ceased

One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.

Westpac Banking Corporation

Oct 2007 - Aug 2011 Ceased

Source: ASIC Financial Advisers Register