Financial Adviser
· ST LEONARDS, NSW
Johannes Hendricus Stoel
No disciplinary history on record with ASIC
ST LEONARDS,
NSW
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000307325
Practice
St Leonards, NSW (practice address on ASIC register)
Licensed through Pinnacle Wealth Partners
About Johannes Hendricus Stoel
Johannes Hendricus Stoel is a financial adviser based in St Leonards, New South Wales, with 19 years of experience in the financial services industry since 2007. Johannes works at Ashland Frances Wealth Planning, which is licensed through Pinnacle Wealth Partners. Johannes holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Johannes's qualifications include a Bachelor of Business (Banking & Finance) from UTS. Johannes is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2004
Bachelor of Business (Banking & Finance)
UTS
2009
ASX Accredited Listed Products Adviser
Kaplan
2012
Advanced Diploma in Financial Planning
Kaplan
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan