Joanne Douglas
Financial Adviser in Wollongong, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000336316
- Location
- Wollongong NSW 2500
- Licensee
- Level One Financial Advisers Pty Limited (AFSL 280061)
- Authorised since
- 1 January 2005
- First provided advice
- 2005
- Qualifications
- Diploma of Financial Services (Financial Planning), Integratec (2005); Advanced Diploma of Financial Services (Financial Planning), Tribeca (2006); Certified Financial Planner, Financial Planning Association (2007); SMSF Specialist Advisor, SMSF Association (2018); Graduate Diploma of Financial Planning, Kaplan (2022)
- Memberships
- Financial Advice Association of Australia (FAAA); SMSF Association
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Joanne Douglas
Joanne Douglas is a financial adviser in Wollongong, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000336316.
Advice is given under the Australian financial services licence of Level One Financial Advisers Pty Limited, licence number 280061. That authorisation dates from 1 January 2005.
The register records 2005 as the year Joanne first provided financial advice. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (Integratec, 2005), Advanced Diploma of Financial Services (Financial Planning) (Tribeca, 2006) and Certified Financial Planner (Financial Planning Association, 2007). Joanne is recorded as a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
Joanne is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Joanne Douglas a registered financial adviser?
Yes. Joanne Douglas is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000336316.
Which licensee does Joanne Douglas work under?
Level One Financial Advisers Pty Limited, Australian financial services licence 280061.
What can Joanne Douglas give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.