Financial Adviser
· MELBOURNE, VIC
Joel Fuller
No disciplinary history on record with ASIC
MELBOURNE,
VIC
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003435
About Joel Fuller
Joel Fuller is a financial adviser based in Melbourne, Victoria, with 21 years of experience in the financial services industry since 2005. Joel is currently authorised under Perpetual Trustee Company Limited, operating through Perpetual Trustee Company. Joel holds authorisations to advise on superannuation, life insurance investments, managed investments and securities, as well as tax financial advice services (TFAS). Joel's qualifications include a Bachelor of Commerce (Financial Planning) from Deakin University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2006
Bachelor of Commerce (Financial Planning)
Deakin University
2009
Self Managed Superannuation Funds
Kaplan Higher Education Pty Limited
2010
ASX Accredited Listed Products (ALPA) Program
Kaplan Professional
2014
Margin Lending and Geared Investments
Kaplan Higher Education Pty Limited
2016
Foreign Exchange
Kaplan Higher Education Pty Limited
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
Registration History
Securities - Class of product advice only.
Securities: Class of product only. Government Debentures or Stocks or Bonds: Class of product only.
Source: ASIC Financial Advisers Register