JOEL XUEREB
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2004 - Diploma of Financial Planning - - Deakin University
2006 - Graduate Diploma in Applied Finance and Investment - - Securities Institute of Australia
2011 - Diploma in Financial Markets and Investment - - Securities Institute of Australia
2011 - Self Managed Superannuation Fund (SMSF 1: Core Principles) - - Kaplan Professional Education
2012 - Diploma in Australian Taxation Law - - The Taxation Institute Australia
🏢 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.