Financial Adviser
· DUBBO, NSW
Joel Bones
No disciplinary history on record with ASIC
DUBBO,
NSW
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001000222
Joel Bones is a financial adviser based in Dubbo, New South Wales, with 19 years of experience in the financial services industry since 2007. Joel is currently authorised under Capstone Financial Planning, operating through Iec Financial Advisory. 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 Certified Financial Planner (CFP®) from Financial Planning Association of Australia (FPA). 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
2005
Bachelor of Business (Accounting/HRM)
Charles Sturt University
2007
Self Managed Superannuation Funds
Kaplan Professional
2009
Advanced Diploma of Financial Planning
Kaplan Professional
2012
Certified Financial Planner (CFP®)
Financial Planning Association of Australia (FPA)
2012
Certified Financial Planner
Financial Planning Association of Australia
2022
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional