JOE SUNDRAM
Financial Adviser · Sandy Bay, TAS
📚 Qualifications & Training
2003 - Bachelor of Economics - Bachelor Degree (AQF 7) - University of Tasmania
2013 - Diploma of Financial Planning (DFP1-3) - Diploma (AQF 5) - Kaplan Professional
2013 - Securities and Managed Investments Course (DFP4) - Other - Kaplan Professional
2018 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional
2021 - Ethics and Professionalism in Financial Advice Course (FPC002B) - Bridging Course - Ethics - Kaplan Higher Education
2024 - Specialist SMSF Course - Other - SuperConcepts & University of Adelaide
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.