Joel Bones
Financial Adviser in Dubbo, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001000222
- Location
- Dubbo NSW 2830
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 1 February 2017
- First provided advice
- 2007
- Qualifications
- Bachelor of Business (Accounting/HRM), Charles Sturt University (2005); Self Managed Superannuation Funds, Kaplan Professional (2007); Advanced Diploma of Financial Planning, Kaplan Professional (2009); Certified Financial Planner (CFP®), Financial Planning Association of Australia (FPA) (2012); Certified Financial Planner, Financial Planning Association of Australia (2012); Ethics and Professionalism in Financial Advice, Kaplan Professional (2022)
- 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, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Joel Bones
Joel Bones is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Dubbo, New South Wales (adviser number 001000222).
The licensee Joel advises under is Capstone Financial Planning Pty Ltd (AFS licence 223135). That authorisation dates from 1 February 2017.
The register records 2007 as the year Joel first provided financial advice. Qualifications and training on file include Bachelor of Business (Accounting/HRM) (Charles Sturt University, 2005), Self Managed Superannuation Funds (Kaplan Professional, 2007) and Advanced Diploma of Financial Planning (Kaplan Professional, 2009). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Joel Bones a registered financial adviser?
Yes. Joel Bones is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001000222.
Which licensee does Joel Bones work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Joel Bones 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; standard margin lending.