Financial Adviser · PERTH, WA

Joleene Maurreen Stockwell

14 Years experience
Tax advice
authorised
ASIC Registered · ADV 001000698

Joleene Maurreen Stockwell is a financial adviser based in Perth, Western Australia, with 14 years of experience in the financial services industry. Joleene is currently authorised under Unisuper Management Pty. Ltd. Joleene holds authorisations to advise on superannuation, life insurance and life insurance investments, as well as tax financial advice services (TFAS). Their qualifications include a Master of Education (TESOL) from Queensland University of Technology. Joleene is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments

Authorised to provide tax financial advice services

Qualifications and Training

2002
Bachelor of Arts (Major Languages & Applied Linguistics)
Griffith University
2007
Master of Education (TESOL)
Queensland University of Technology
2013
Advanced Diploma of Financial Planning
Kaplan Professional Education
2023
Graduate diploma in financial planning
Kaplan Professional

Registration History

Dec 2022 - Present Current
May 2017 - Nov 2022 Ceased
Mar 2017 - Mar 2017 Ceased
Feb 2012 - Mar 2017 Ceased

Source: ASIC Financial Advisers Register