Financial Adviser
· GREENWICH, NSW
Joel Harrison
No disciplinary history on record with ASIC
GREENWICH,
NSW
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001272022
Joel Harrison is a financial adviser based in Greenwich, New South Wales, with 8 years of experience in the financial services industry since 2018. Joel is currently authorised under Libertas Wealth Consulting, operating through Efs Wealth. 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 Bachelor of Commerce from University of Sydney. 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
2012
Bachelor of Commerce
University of Sydney
2018
Diploma of Financial Planning
International Institute of Technology
2025
Graduate Diploma of Financial Planning
Kaplan Professional