JOEL BONES
Financial Adviser · Dubbo, NSW
📚 Qualifications & Training
2005 - Bachelor of Business (Accounting/HRM) - Bachelor Degree (AQF 7) - Charles Sturt University
2007 - Self Managed Superannuation Funds - Other - Kaplan Professional
2009 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional
2012 - Certified Financial Planner (CFP®) - - Financial Planning Association of Australia (FPA)
2012 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia
2022 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.