Financial Adviser · SYDNEY, NSW

Joel Xuereb

SYDNEY, NSW

22 Years experience

Tax advice
authorised

ASIC Registered · ADV 000323762

Currently at

Cabel Financial

Sydney, NSW (firm address)

View firm profile

About Joel Xuereb

Joel Xuereb is a financial adviser based in Sydney, New South Wales, with 22 years of experience in the financial services industry since 2004. Joel is currently authorised under Bridge Private Wealth AFSL, operating through Cabel Financial. 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 Graduate Diploma in Applied Finance and Investment from Securities Institute of Australia. 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

2004

Diploma of Financial Planning

Deakin University

2006

Graduate Diploma in Applied Finance and Investment

Securities Institute of Australia

2011

Diploma in Financial Markets and Investment

Securities Institute of Australia

2011

Self Managed Superannuation Fund (SMSF 1: Core Principles)

Kaplan Professional Education

2012

Diploma in Australian Taxation Law

The Taxation Institute Australia

Registration History

Bridge Private Wealth AFSL Pty Ltd

Jun 2019 - Present Current

BRIDGE PRIVATE WEALTH PTY LTD

Apr 2016 - Jun 2019 Ceased

SECURITOR FINANCIAL GROUP PTY LIMITED

Mar 2008 - Apr 2016 Ceased

Source: ASIC Financial Advisers Register