Financial Adviser
· MELBOURNE, VIC
Joel Siegersma
No disciplinary history on record with ASIC
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001237878
Joel Siegersma is a financial adviser based in Melbourne, Victoria, with 16 years of experience in the financial services industry. Joel is currently authorised under Lgt Wealth Management Limited. Joel holds authorisations to advise on superannuation, managed investments, securities and derivatives, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Business (Banking and Finance) from Monash University. Joel is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Managed Investments
Securities
Derivatives
Foreign Exchange
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2007
Bachelor of Business (Banking and Finance)
Monash University
2008
SIDA Accreditation Program
Stockbrokers Association of Australia/DeakinPrime
2010
Margin Lending Accreditation Program
Stockbrokers Association of Australia/DeakinPrime
2018
Diploma of Financial Planning
Kaplan
2021
Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Professional