Joanne Mary Spiteri
Financial Adviser in North Wollongong, New South Wales, Australia
Review Joanne Mary Spiteri
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 number000387196
- Location
- North Wollongong NSW 2500
- Licensee
- PSK Advisory Services Pty Ltd (AFSL 234656)
- Authorised since
- 1 July 2023
- First provided advice
- 2010
- Qualifications
- Bachelor of Business (Business Management), Charles Sturt University (2000); Certificate IV in Financial Services, Institute of Financial Services Inc (2003); Diploma of Financial Services (Financial Planning), Three Sixty (GWM Adviser Services) (2008); Advanced Diploma of Financial Services, RG146 Training Australia Pty Ltd (2010); CFP Certification Program, Financial Advice Association Australia (FAAA) (2014); Certified Financial Planner (CFP), Financial Advice Association Australia (FAAA) (2015); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Professional (2020); FPE020 SMSF Regulations & Taxation, Kaplan Professional (2023)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Joanne Mary Spiteri
Joanne Mary Spiteri is a financial adviser in North Wollongong, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000387196.
Advice is given under the Australian financial services licence of PSK Advisory Services Pty Ltd, licence number 234656. The current authorisation started on 1 July 2023.
According to the register, Joanne first provided financial advice in 2010. The qualifications listed for Joanne include Bachelor of Business (Business Management) (Charles Sturt University, 2000), Certificate IV in Financial Services (Institute of Financial Services Inc, 2003) and Diploma of Financial Services (Financial Planning) (Three Sixty (GWM Adviser Services), 2008). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Joanne is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, 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: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
Reviews
Nobody has reviewed Joanne Mary Spiteri here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Joanne Mary Spiteri a registered financial adviser?
Yes. Joanne Mary Spiteri is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000387196.
Which licensee does Joanne Mary Spiteri work under?
PSK Advisory Services Pty Ltd, Australian financial services licence 234656.
What can Joanne Mary Spiteri 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. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."