JOEL SIEGERSMA
Financial Adviser · Docklands, VIC
📚 Qualifications & Training
2007 - Bachelor of Business (Banking and Finance) - Bachelor Degree (AQF 7) - Monash University
2008 - SIDA Accreditation Program - Certificate (AQF 1-4) - Stockbrokers Association of Australia/DeakinPrime
2010 - Margin Lending Accreditation Program - Certificate (AQF 1-4) - Stockbrokers Association of Australia/DeakinPrime
2018 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan
2021 - Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - 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.