Financial Adviser
· PERTH, WA
Joel Mcsweeney
No disciplinary history on record with ASIC
PERTH,
WA
New
Adviser
Tax advice
authorised
authorised
ASIC Registered · ADV 001318848
Licensee
Melbourne, VIC (licence address on ASIC register)
About Joel Mcsweeney
Joel Mcsweeney is a financial adviser based in Perth, Western Australia. Joel is currently authorised under Partners Wealth Group Financial Advice. 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 Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited.
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
2025
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2026
FPE020 SMSF Regulations and Taxation
Kaplan Higher Education Pty Limited
Registration History
Source: ASIC Financial Advisers Register