JOEL KEVIN EDELMAN
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
1998 - Bachelor of Technology - - Wits University South Africa
2002 - Master of Business Administration - - Bond University
2009 - Advanced Diploma of Financial Planning - - Kaplan
2013 - Certificate IV Mortgage Broking - - Kaplan
2016 - Certified Financial Planner - - Financial Planning Association
🏢 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.