Joel Andrew George Bullimore
Financial Adviser in Moonee Ponds, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000468950
- Location
- Moonee Ponds VIC 3039
- Licensee
- Spark Advisors Australia Pty Ltd (AFSL 380552)
- Authorised since
- 6 May 2024
- First provided advice
- 2014
- Qualifications
- Bachelor of Commerce (Finance & Financial Planning), Deakin University (2011); Advanced Diploma of Financial Planning, Kaplan (2013); Diploma of Financial Planning, Kaplan (2013); Self Managed Super Fund Course, Kaplan (2014); Ethics and Professionalism in Financial Advice, Kaplan Professional (2024)
- 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
- Restriction
- Not authorised to provide financial product advice in direct equities other than Exchange Traded Funds (ETFs) and Listed Investment Companies (LICs) which are approved under the Licensee Approved Product List.
- Tax (financial) advice
- Yes
- Register status
- Current
About Joel Andrew George Bullimore
On the Financial Advisers Register kept by ASIC, Joel Andrew George Bullimore appears as a current financial adviser in Moonee Ponds, Victoria, adviser number 000468950.
The licensee Joel advises under is Spark Advisors Australia Pty Ltd (AFS licence 380552). That authorisation dates from 6 May 2024.
According to the register, Joel first provided financial advice in 2014. The qualifications listed for Joel include Bachelor of Commerce (Finance & Financial Planning) (Deakin University, 2011), Advanced Diploma of Financial Planning (Kaplan, 2013) and Diploma of Financial Planning (Kaplan, 2013).
The authorisation covers advice 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.
A further restriction is recorded on the register: “Not authorised to provide financial product advice in direct equities other than Exchange Traded Funds (ETFs) and Listed Investment Companies (LICs) which are approved under the Licensee Approved Product List.”
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Questions people ask
Is Joel Andrew George Bullimore a registered financial adviser?
Yes. Joel Andrew George Bullimore is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000468950.
Which licensee does Joel Andrew George Bullimore work under?
Spark Advisors Australia Pty Ltd, Australian financial services licence 380552.
What can Joel Andrew George Bullimore 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. It also records this restriction: "Not authorised to provide financial product advice in direct equities other than Exchange Traded Funds (ETFs) and Listed Investment Companies (LICs) which are approved under the Licensee Approved Product List."