Financial Adviser
· GREENSBOROUGH, VIC
Joel Thomas Seach
No disciplinary history on record with ASIC
GREENSBOROUGH,
VIC
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003952
About Joel Thomas Seach
Joel Thomas Seach is a financial adviser based in Greensborough, Victoria, with 18 years of experience in the financial services industry since 2008. Joel is currently authorised under Cfg Advice. 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 Bachelor of Business from Swinburne University.
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
2008
Advanced Diploma of Business
Swinburne University of Technology
2008
Bachelor of Business
Swinburne University
2008
Diploma of Financial Planning
Kaplan
2019
Advanced Diploma in Financial Planning
Monarch Institute
2019
Self-Managed Superannuation Funds specialist accreditation
Monarch Institute
2020
Alpa (direct equities)
Kaplan
Registration History
Not authorised to provide personal advice on Standard Margin Lending.
Source: ASIC Financial Advisers Register