Joanna Cullinan
Financial Adviser in Taringa, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000324819
- Location
- Taringa QLD 4068
- Licensee
- Millennium 3 Financial Services Pty Ltd (AFSL 244252)
- Authorised since
- 22 April 2008
- First provided advice
- 2008
- Qualifications
- Master of Education, Queensland University of Technology (1996); Diploma of Financial Services (Financial Planning), Kaplan Education Pty Limited (2009); Fellow Chartered Financial Practitioner course, Financial Advice Association of Australia Limited (2016); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2021)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- Superannuation - Not Authorised to provide SMSF advice.
- Tax (financial) advice
- Yes
- Register status
- Current
About Joanna Cullinan
Joanna Cullinan is a financial adviser in Taringa, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000324819.
Advice is given under the Australian financial services licence of Millennium 3 Financial Services Pty Ltd, licence number 244252. That authorisation dates from 22 April 2008.
According to the register, Joanna first provided financial advice in 2008. Qualifications and training on file include Master of Education (Queensland University of Technology, 1996), Diploma of Financial Services (Financial Planning) (Kaplan Education Pty Limited, 2009) and Fellow Chartered Financial Practitioner course (Financial Advice Association of Australia Limited, 2016). Joanna is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds and retirement savings accounts. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Superannuation – Not Authorised to provide SMSF advice.”
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Questions people ask
Is Joanna Cullinan a registered financial adviser?
Yes. Joanna Cullinan is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000324819.
Which licensee does Joanna Cullinan work under?
Millennium 3 Financial Services Pty Ltd, Australian financial services licence 244252.
What can Joanna Cullinan give advice on?
The register lists these advice areas: superannuation; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts. It also records this restriction: "Superannuation - Not Authorised to provide SMSF advice."