Joanne Doak
Financial Adviser in Ballarat, Victoria, Australia
Review Joanne Doak
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000279271
- Location
- Ballarat VIC 3350
- Licensee
- Endeavor Asset Management Pty. Ltd. (AFSL 358029)
- Authorised since
- 1 January 2025
- First provided advice
- 2004
- Qualifications
- Advanced Diploma of Financial Planning, Financial Planning Association (2003); Diploma of Financial Planning, Financial Planning Association (2003); Certified Financial Planner, Financial Planning Association (2009); Financial Services Training Package, Terra Cordis Pty Ltd (2017); Self Managed Superannuation Funds, Terra Cordis Pty Ltd (2017)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- Government Debentures, Stocks or Bonds - Class of Product Only;
- Tax (financial) advice
- Yes
- Register status
- Current
About Joanne Doak
Joanne Doak is a financial adviser in Ballarat, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000279271.
Joanne provides advice as an authorised representative of Endeavor Asset Management Pty. Ltd., which holds Australian financial services licence 358029. That authorisation dates from 1 January 2025.
The register records 2004 as the year Joanne first provided financial advice. Qualifications and training on file include Advanced Diploma of Financial Planning (Financial Planning Association, 2003), Diploma of Financial Planning (Financial Planning Association, 2003) and Certified Financial Planner (Financial Planning Association, 2009). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Joanne is authorised to advise on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Government Debentures, Stocks or Bonds – Class of Product Only;.”
Reviews
Nobody has reviewed Joanne Doak here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Joanne Doak a registered financial adviser?
Yes. Joanne Doak is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000279271.
Which licensee does Joanne Doak work under?
Endeavor Asset Management Pty. Ltd., Australian financial services licence 358029.
What can Joanne Doak give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts. It also records this restriction: "Government Debentures, Stocks or Bonds - Class of Product Only;."