Financial Adviser
· WOREE, QLD
Joel Gregory Little
No disciplinary history on record with ASIC
17
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000330795
Joel Gregory Little is a financial adviser based in Woree, Queensland, with 17 years of experience in the financial services industry since 2009. Joel is currently authorised under Synchron Advice, operating through Indalia Australia. Joel holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Joel's qualifications include a Master of Financial Planning from Kaplan Professional.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2007
Graduate Diploma of Financial Planning
Finsia
2015
Self Managed Superannuation Funds
Mentor Education
2016
928 Margin Lending
Kaplan Professional
2016
Master of Financial Planning
Kaplan Professional
Registration History
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register