JOEL ANDREW GEORGE BULLIMORE

Financial Adviser · Lutwyche, QLD

Registered

Registration Number

000468950

Registration Status

Registered

Location

Lutwyche, QLD 4030

Providing Advice Since

2014

Registration Date

27/04/2021

Financial Services Licensee

KDM FINANCIAL AND ESTATE PLANNING PTY LTD

Licence #000516642

📚 Qualifications & Training

2011 - Bachelor of Commerce (Finance & Financial Planning) - Bachelor Degree (AQF 7) - Deakin University
2013 - Advanced Diploma of Financial Planning - - Kaplan
2013 - Diploma of Financial Planning - - Kaplan
2014 - Self Managed Super Fund Course - - Kaplan
2024 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional

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.