Financial Adviser
· SYDNEY, NSW
Joel Xuereb
No disciplinary history on record with ASIC
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000323762
Joel Xuereb is a financial adviser based in Sydney, New South Wales, with 22 years of experience in the financial services industry. Joel is currently authorised under Bridge Private Wealth AFSL 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 Graduate Diploma in Applied Finance and Investment from Securities Institute of Australia. 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2004
Diploma of Financial Planning
Deakin University
2006
Graduate Diploma in Applied Finance and Investment
Securities Institute of Australia
2011
Diploma in Financial Markets and Investment
Securities Institute of Australia
2011
Self Managed Superannuation Fund (SMSF 1: Core Principles)
Kaplan Professional Education
2012
Diploma in Australian Taxation Law
The Taxation Institute Australia
Registration History
BRIDGE PRIVATE WEALTH PTY LTD
SECURITOR FINANCIAL GROUP PTY LIMITED
Source: ASIC Financial Advisers Register