Financial Adviser
· NORTH IPSWICH, QLD
Joel Mullen
No disciplinary history on record with ASIC
NORTH IPSWICH,
QLD
14
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000426737
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
NEXTGEN FINANCIAL GROUP PTY LTD
Excluding Standard Margin Lending
DOVER FINANCIAL ADVISERS PTY LTD
FINANCIAL STEWARDS PTY LTD
ADVAMODE FINANCIAL PTY LTD
Source: ASIC Financial Advisers Register