Financial Adviser
· MELBOURNE, VIC
Joel Cusack
No disciplinary history on record with ASIC
MELBOURNE,
VIC
3
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001294959
About Joel Cusack
Joel Cusack is a financial adviser based in Melbourne, Victoria, with 3 years of experience in the financial services industry since 2023. Joel works at Shaw And Partners, which is licensed through Shaw And Partners Limited. Joel holds authorisations to advise on superannuation, managed investments, securities and derivatives, as well as tax financial advice services (TFAS). Joel's qualifications include a Bachelor of Business (Financial Planning) from Swinburne University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2019
Diploma of Financial Planning
Kaplan
2022
Bachelor of Business (Financial Planning)
Swinburne University
2023
Accredited Derivatives Adviser Level 2 (ADA2) Accreditation Program
Kaplan