JOEL SIMON EVANS
Financial Adviser · North Sydney, NSW
📚 Qualifications & Training
1996 - BCom (Accounting & Finance) - - University of Newcastle
2004 - Certified Financial Planner program - - Financial Planning Association
2007 - Certificate in Self-managed Superannuation - - Kaplan Professional
2011 - ASX Accredited Listed Products Adviser program - - Kaplan Professional
2014 - Certificate IV in Finance & Mortgage Broking - - Kaplan Professional
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
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.