Financial Adviser · WARNERS BAY, NSW

Joel Jarrod Briggs

WARNERS BAY, NSW

16 Years experience

Tax advice
authorised

ASIC Registered · ADV 000359341

Currently at

Infocus Securities Australia

Maroochydore, QLD (firm address)

View firm profile

About Joel Jarrod Briggs

Joel Jarrod Briggs is a financial adviser based in Warners Bay, New South Wales, with 16 years of experience in the financial services industry since 2010. Joel is currently authorised under Infocus Securities Australia. 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 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

Restrictions: Superannuation excludes SMSF advice and Securities excludes direct equities advice

Authorised to provide tax financial advice services

Qualifications and Training

2009

Bachelor of Finance

University of Newcastle

2010

Diploma Financial Service (Financial Planning) FNS50804

Kaplan Professional

2011

RG146 Margin Lending

GWM Adviser Services

2015

Advanced Diploma Financial Planning FNS60410

Kaplan Professional

2020

Certified Financial Planner (CFP)

FPA

Registration History

Infocus Securities Australia Pty Ltd

Apr 2024 - Present Current

Superannuation excludes SMSF advice and Securities excludes direct equities advice

Godfrey Pembroke Group Pty Ltd

Nov 2021 - Feb 2024 Ceased

Aware Financial Services Australia Limited

Dec 2019 - Oct 2021 Ceased

Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.

Aware Financial Services Australia Limited

Oct 2013 - Nov 2019 Ceased

National Australia Bank Limited

Apr 2011 - Oct 2013 Ceased

Charter Financial Planning Limited

Jun 2010 - Feb 2011 Ceased

Source: ASIC Financial Advisers Register