Financial Adviser
· PERTH, WA
Joel David Sharp
No disciplinary history on record with ASIC
PERTH,
WA
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000420355
About Joel David Sharp
Joel David Sharp is a financial adviser based in Perth, Western Australia, with 19 years of experience in the financial services industry since 2007. Joel is currently authorised under Integro Holdings (WA). Joel holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Joel's qualifications include a Bachelor of Commerce (Banking and Finance) from Curtin University. 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
Derivatives
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1998
Bachelor of Commerce (Banking and Finance)
Curtin University
2005
Graduate Diploma in Financial Planning
Kaplan Higher Education Pty Limited
2012
Self Managed Superannuation Funds
Kaplan Professional Education
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
Registration History
SECURITOR FINANCIAL GROUP PTY LIMITED
SECURITOR FINANCIAL GROUP PTY LIMITED
GENESYS WEALTH ADVISERS PTY LIMITED
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register