Financial Adviser · NORTH IPSWICH, QLD

Joel Mullen

NORTH IPSWICH, QLD
14 Years experience
Tax advice
authorised
ASIC Registered · ADV 000426737
Currently at
Sydney, NSW (firm address)

About Joel Mullen

Joel Mullen is a financial adviser based in North Ipswich, Queensland, with 14 years of experience in the financial services industry since 2012. Joel is currently authorised under Loyalty Financial Services. 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 of Financial Planning from Kaplan Professional.

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

2012
Diploma Financial Planning
International Institute of Technology
2012
RG146 Tier 1 Specialist SMSF course
International Institute of Technology
2013
Specialist Knowledge in Foreign Exchange
International Institute of Technology
2021
Advanced Diploma of Financial Planning
International Institute of Technology
2021
Commercial Law for Tax (financial) Advisers
International Institute of Technology
2025
Graduate Diploma of Financial Planning
Kaplan Professional
2026
Accredited Listed Product Adviser (ALPA)
Kaplan Professional

Registration History

Aug 2023 - Present Current
NEXTGEN FINANCIAL GROUP PTY LTD
Jul 2018 - Aug 2023 Ceased
Excluding Standard Margin Lending
DOVER FINANCIAL ADVISERS PTY LTD
Aug 2017 - Jul 2018 Ceased
FINANCIAL STEWARDS PTY LTD
Feb 2016 - Aug 2017 Ceased
ADVAMODE FINANCIAL PTY LTD
Aug 2012 - Feb 2016 Ceased

Source: ASIC Financial Advisers Register