Joe Sundram
Financial Adviser in Hobart, Tasmania, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001246063
- Location
- Hobart TAS 7000
- Licensee
- Professional Investment Services Pty Ltd (AFSL 234951)
- Authorised since
- 23 November 2021
- First provided advice
- 2016
- Qualifications
- Bachelor of Economics, University of Tasmania (2003); Diploma of Financial Planning (DFP1-3), Kaplan Professional (2013); Securities and Managed Investments Course (DFP4), Kaplan Professional (2013); Advanced Diploma of Financial Planning, Kaplan Professional (2018); Ethics and Professionalism in Financial Advice Course (FPC002B), Kaplan Higher Education (2021); Specialist SMSF Course, SuperConcepts & University of Adelaide (2024)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Joe Sundram
Joe Sundram is a financial adviser in Hobart, Tasmania, listed on the Financial Advisers Register kept by ASIC under adviser number 001246063.
The licensee Joe advises under is Professional Investment Services Pty Ltd (AFS licence 234951). The current authorisation started on 23 November 2021.
The register records 2016 as the year Joe first provided financial advice. The qualifications listed for Joe include Bachelor of Economics (University of Tasmania, 2003), Diploma of Financial Planning (DFP1-3) (Kaplan Professional, 2013) and Securities and Managed Investments Course (DFP4) (Kaplan Professional, 2013).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment 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.
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Questions people ask
Is Joe Sundram a registered financial adviser?
Yes. Joe Sundram is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001246063.
Which licensee does Joe Sundram work under?
Professional Investment Services Pty Ltd, Australian financial services licence 234951.
What can Joe Sundram give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts.