Financial Adviser · MOONEE PONDS, VIC

Joel Andrew George Bullimore

MOONEE PONDS, VIC

12 Years experience

Tax advice
authorised

ASIC Registered · ADV 000468950

Currently at

The Trustee For Bullimore Family Trust

Brighton, VIC (firm address)

View firm profile

Joel Andrew George Bullimore is a financial adviser based in Moonee Ponds, Victoria, with 12 years of experience in the financial services industry since 2014. Joel is currently authorised under Spark Advisors Australia, operating through The Trustee For Bullimore Family Trust. 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 Commerce (Finance & Financial Planning) from Deakin University.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: Not authorised to provide financial product advice in direct equities other than Exchange Traded Funds (ETFs) and Listed Investment Companies (LICs) which are approved under the Licensee Approved Product List.

Authorised to provide tax financial advice services

Qualifications and Training

2011

Bachelor of Commerce (Finance & Financial Planning)

Deakin University

2013

Advanced Diploma of Financial Planning

Kaplan

2013

Diploma of Financial Planning

Kaplan

2014

Self Managed Super Fund Course

Kaplan

2024

Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

Registration History

Spark Advisors Australia Pty Ltd

May 2024 - Present Current

Not authorised to provide financial product advice in direct equities other than Exchange Traded Funds (ETFs) and Listed Investment Companies (LICs) which are approved under the Licensee Approved Product List.

Kdm Financial And Estate Planning Pty Ltd

Apr 2021 - Feb 2024 Ceased

Professional Investment Solutions Pty. Ltd.

Dec 2016 - Apr 2021 Ceased

Professional Investment Services Pty Ltd

Nov 2014 - Dec 2016 Ceased

Source: ASIC Financial Advisers Register