Financial Adviser
· MELBOURNE, VIC
Joel David Galenda
No disciplinary history on record with ASIC
Tax advice
authorised
authorised
ASIC Registered · ADV 001319663
Joel David Galenda is a financial adviser based in Melbourne, Victoria. Joel is currently authorised under Apt Wealth Partners 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 Bachelor of Commerce (Economics and Finance) from Federation University Australia.
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
2021
Bachelor of Commerce (Economics and Finance)
Federation University Australia
2022
Economic and Legal Context for Financial Planning (FPC001B)
Kaplan
2024
Taxation for Financial Planning (FPC006)
Kaplan
2025
Graduate Diploma of Financial Planning
Kaplan