JOEL THOMAS SEACH
Financial Adviser · Greensborough, VIC
📚 Qualifications & Training
2008 - Advanced Diploma of Business - Advanced Diploma (AQF 6) - Swinburne University of Technology
2008 - Bachelor of Business - Bachelor Degree (AQF 7) - Swinburne University
2008 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan
2019 - Advanced Diploma in Financial Planning - Advanced Diploma (AQF 6) - Monarch Institute
2019 - Self-Managed Superannuation Funds specialist accreditation - Other - Monarch Institute
2020 - Alpa (direct equities) - Other - Kaplan
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.