Financial Adviser
· RINGWOOD, VIC
Joel Matthews
No disciplinary history on record with ASIC
RINGWOOD,
VIC
17
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001002570
Joel Matthews is a financial adviser based in Ringwood, Victoria, with 17 years of experience in the financial services industry since 2009. Joel is currently authorised under Secure Advice, operating through Stonebridge Financial Services. 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. Joel is a member of Financial Advice Association of Australia (FAAA).
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
2001
Diploma of Business Programming
Spherion Education
2011
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2017
TASA and the TPB Code of Professional Conduct
Kaplan Professional
2018
Master of Financial Planning
Kaplan Professional
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
RestrictionsUnless approved by the Licensee; Not authorised to advise Margin Lending Facilities. One off licensee approval is required for all products which are not on the approved product list.
FINANCIAL SERVICES GROUP AUSTRALIA PTY LTD
Superannuation - excluding SMSF;
excluding Self Managed Superannuation Funds
Source: ASIC Financial Advisers Register