Financial Adviser
· MILTON, QLD
Joel Simmonds
No disciplinary history on record with ASIC
9
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001260332
Joel Simmonds is a financial adviser based in Milton, Queensland, with 9 years of experience in the financial services industry. Joel is currently authorised under Alliance Wealth 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 of Financial Planning from Kaplan Higher Education.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2014
Diploma of Financial Planning
Pinnacle Financial Services Academy
2016
Advanced Diploma of Financial Planning
Kaplan Professional
2019
Self Managed Superannuation Fund Adviser (Personal Advice) Course
Mentor Education
2025
Graduate Diploma of Financial Planning
Kaplan Higher Education
Registration History
AIW DEALER SERVICES PTY LTD
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Excluding Self Managed Superannuation Funds
Source: ASIC Financial Advisers Register