Financial Adviser · PARRAMATA, NSW

Joy Ford

PARRAMATA, NSW
10 Years experience
Tax advice
authorised
ASIC Registered · ADV 001258963
Currently at
Melbourne, VIC (firm address)

Joy Ford is a financial adviser based in Parramata, New South Wales, with 10 years of experience in the financial services industry since 2016. Joy is currently authorised under Capstone Financial Planning, operating through Beyond Smsf Services. Joy holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Joy's qualifications include a Bachelor of Business (Financial Planning) from RMIT University. Joy is a member of CPA Australia (CPA).

Authorised to Advise On

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

Restrictions: Is only authorised to: provide financial product advice on superannuation products in relation to a persons existing holding in a superannuation product but only to the extent required for: making a recommendation that the person establish a self-managed superannuation fund; or providing advice to the person on contributions or pensions under a superannuation product; and provide class of product advice on the following: superannuation products, non-basic deposit products, securities, simple managed investment schemes, and life risk insurance products.

Authorised to provide tax financial advice services

Qualifications and Training

2009
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2014
SMF Specialisation Course
University of New South Wales
2014
SMSF Specialisation
CPA Australia
2018
Business law (BLW14)
Curtin University
2018
Introduction to Australian Tax Law (BLW32)
Curtin University
2019
Bachelor of Business (Financial Planning)
RMIT University
2019
Certified Practicing Accountant Program
CPA Australia
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education

Registration History

May 2026 - Present Current
Is only authorised to: provide financial product advice on superannuation products in relation to a persons existing holding in a superannuation product but only to the extent required for: making a recommendation that the person establish a self-managed superannuation fund; or providing advice to the person on contributions or pensions under a superannuation product; and provide class of product advice on the following: superannuation products, non-basic deposit products, securities, simple managed investment schemes, and life risk insurance products.
Feb 2020 - May 2026 Ceased
Financial Product advice is limited to SMSF - Product class advice on superannuation
BEYOND TAXATION & BUSINESS SERVICES PTY LTD
Jun 2016 - Jan 2020 Ceased

Source: ASIC Financial Advisers Register