Financial Adviser · HURSTVILLE, NSW

Joseph Farouk Meawad

HURSTVILLE, NSW

12 Years experience

Tax advice
authorised

ASIC Registered · ADV 001232710

Currently at

Trinity Advice

Hurstville, NSW (firm address)

View firm profile

Joseph Farouk Meawad is a financial adviser based in Hurstville, New South Wales, with 12 years of experience in the financial services industry since 2014. Joseph is currently authorised under Adviser Services Hub, operating through Trinity Advice. Joseph holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Joseph's qualifications include a Masters in Applied Finance from Macquarie University. Joseph is a member of FBAA - Finance Brokers Association of Australia and FChFP - Fellow Chartered Financial Practitioner.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

1995

Bachelor of Business (Accounting)

Charles Sturt University

2001

Masters in Applied Finance

Macquarie University

2014

Diploma of Financial Planning

Pinnacle Financial Services Academy

2015

Certificate IV in Finance and Mortgage Broking

International Institute of Technology Pty Ltd (IIT)

2016

Advanced Diploma of Financial Planning

Kaplan Professional

2017

TASA and The TPD Code of Professional Conduct

Kaplan Professional

2019

Fellow Chartered Financial Practitioner

Kaplan Professional

2022

Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

Registration History

Adviser Services Hub Pty Ltd

Jul 2021 - Present Current

Adviser Services Hub Pty Ltd

Dec 2020 - Jul 2021 Ceased

Charter Financial Planning Limited

Jun 2019 - Dec 2020 Ceased

One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.

Akumin Financial Planning Pty Limited

Jun 2015 - Jun 2019 Ceased

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Akumin Financial Planning Pty Limited

Jul 2014 - Jun 2015 Ceased

MDA services are restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register