Financial Adviser
· WOLLONGONG, NSW
Joanne Douglas
No disciplinary history on record with ASIC
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000336316
Joanne Douglas is a financial adviser based in Wollongong, New South Wales, with 21 years of experience in the financial services industry. Joanne is currently authorised under Level One Financial Advisers Pty Limited. Joanne 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. Joanne is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
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
2005
Diploma of Financial Services (Financial Planning)
Integratec
2006
Advanced Diploma of Financial Services (Financial Planning)
Tribeca
2007
Certified Financial Planner
Financial Planning Association
2018
SMSF Specialist Advisor
SMSF Association
2022
Graduate Diploma of Financial Planning
Kaplan
Registration History
Source: ASIC Financial Advisers Register