Financial Adviser
· WHEELERS HILL, VIC
Joel Cleary
No disciplinary history on record with ASIC
17
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001008596
Joel Cleary is a financial adviser based in Wheelers Hill, Victoria, with 17 years of experience in the financial services industry. Joel is currently authorised under Synchron Advice 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 Certified Financial Planner from Financial Advice Association of Australia Limited. 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
Authorised to provide tax financial advice services
Qualifications and Training
2008
Bachelor of Commerce
The University of Melbourne
2013
Self Managed Superannuation Funds
Kaplan Education Pty Limited
2015
928 Margin Lending
Other - Kaplan Education Pty Limited
2015
Advanced Diploma of Financial Planning
Kaplan Education Pty Ltd
2018
Certified Financial Planner
Financial Advice Association of Australia Limited
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
Registration History
ANNE STREET PARTNERS FINANCIAL SERVICES PTY LTD
Source: ASIC Financial Advisers Register