JOEL WRIGHT
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2004 - Generic Knowledge - Other - Kaplan Higher Education Pty Limited
2004 - Investment Planning 1 - Other - Kaplan Higher Education Pty Limited
2006 - ASX Accredited Derivatives Adviser Level One - Other - Kaplan Higher Education Pty Limited
2010 - Graduate Certificate in Applied Finance - Graduate Certificate (AQF 8) - Kaplan Higher Education Pty Limited
2014 - ADA2 Level 2 - Other - Kaplan Higher Education Pty Limited
2014 - Tier 2 Deposit Products and non-cash payment products Tier 2 (personal advice) - Other - Financial Education Professionals Pty Ltd
2016 - Foundations of Financial Planning Part B: Financial Planning - Other - Kaplan Higher Education Pty Limited
2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
2022 - Graduate Diploma of Financial Planning. - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
2025 - Commercial Law - Other - Kaplan Higher Education Pty Limited
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.