JOEL JARROD BRIGGS
Financial Adviser · Newcastle, NSW
📚 Qualifications & Training
2009 - Bachelor of Finance - Bachelor Degree (AQF 7) - University of Newcastle
2010 - Diploma Financial Service (Financial Planning) FNS50804 - Diploma (AQF 5) - Kaplan Professional
2011 - RG146 Margin Lending - Diploma (AQF 5) - GWM Adviser Services
2015 - Advanced Diploma Financial Planning FNS60410 - Advanced Diploma (AQF 6) - Kaplan Professional
2020 - Certified Financial Planner (CFP) - Professional Designations - FPA
🏢 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.