JOEL MICHAEL KERIN

Financial Adviser · North Sydney, NSW

Registered

Registration Number

001256829

Registration Status

Registered

Location

North Sydney, NSW 2060

Providing Advice Since

2017

Registration Date

31/08/2020

Financial Services Licensee

GWM ADVISER SERVICES PTY LTD

Licence #000230692

📚 Qualifications & Training

2017 - Advanced Diploma Financial Planning - Advanced Diploma (AQF 6) - Kaplan Education Pty Ltd
2017 - Diploma Financial Planning - Diploma (AQF 5) - Kaplan Education Pty Ltd
2019 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
2019 - Teir 1 Margin Lending - Personal Advice - Other - Kaplan Education Pty Ltd
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
2020 - Self Managed Superannuation Funds - Other - Kaplan Education Pty Ltd
2024 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education Pty Ltd

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.