Financial Adviser
· HOBART, TAS
Joe Sundram
No disciplinary history on record with ASIC
HOBART,
TAS
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001246063
Joe Sundram is a financial adviser based in Hobart, Tasmania, with 10 years of experience in the financial services industry since 2016. Joe is currently authorised under Professional Investment Services, operating through Tassec Financial Planning. Joe holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Joe's qualifications include a Bachelor of Economics from University of Tasmania.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2003
Bachelor of Economics
University of Tasmania
2013
Diploma of Financial Planning (DFP1-3)
Kaplan Professional
2013
Securities and Managed Investments Course (DFP4)
Kaplan Professional
2018
Advanced Diploma of Financial Planning
Kaplan Professional
2021
Ethics and Professionalism in Financial Advice Course (FPC002B)
Ethics - Kaplan Higher Education
2024
Specialist SMSF Course
SuperConcepts & University of Adelaide
Registration History
Not authorised to provide advice on SMSF, Listed Securities and Margin Lending
Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending
Source: ASIC Financial Advisers Register