Financial Adviser
· SYDNEY, NSW
Joel Kevin Edelman
No disciplinary history on record with ASIC
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001001688
Joel Kevin Edelman is a financial adviser based in Sydney, New South Wales, with 16 years of experience in the financial services industry. Joel is currently authorised under Aw Financial Advisory Group 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 from Financial Planning Association. Joel 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
Authorised to provide tax financial advice services
Qualifications and Training
1998
Bachelor of Technology
Wits University South Africa
2002
Master of Business Administration
Bond University
2009
Advanced Diploma of Financial Planning
Kaplan
2013
Certificate IV Mortgage Broking
Kaplan
2016
Certified Financial Planner
Financial Planning Association