Financial Adviser
· CAMPERDOWN, VIC
Joel Mathew Bateman
No disciplinary history on record with ASIC
CAMPERDOWN,
VIC
4
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001294344
About Joel Mathew Bateman
Joel Mathew Bateman is a financial adviser based in Camperdown, Victoria, with 4 years of experience in the financial services industry since 2022. Joel is currently authorised under Consultum Financial Advisers. Joel holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Joel's qualifications include a Bachelor of Commerce (Financial Planning) from Deakin University. 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
2019
Advanced Diploma of Financial Planning
Kaplan Professional Education
2021
Bachelor of Commerce (Financial Planning)
Deakin University