Joel Cleary
Financial Adviser in Wheelers Hill, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001008596
- Location
- Wheelers Hill VIC 3150
- Licensee
- Synchron Advice Pty Ltd (AFSL 243313)
- Authorised since
- 7 January 2020
- First provided advice
- 2009
- Qualifications
- Bachelor of Commerce, The University of Melbourne (2008); Self Managed Superannuation Funds, Kaplan Education Pty Limited (2013); 928 Margin Lending, Kaplan Education Pty Limited (2015); Advanced Diploma of Financial Planning, Kaplan Education Pty Ltd (2015); Certified Financial Planner, Financial Advice Association of Australia Limited (2018); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2019)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Joel Cleary
Joel Cleary is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Wheelers Hill, Victoria (adviser number 001008596).
Joel provides advice as an authorised representative of Synchron Advice Pty Ltd, which holds Australian financial services licence 243313. The current authorisation started on 7 January 2020.
According to the register, Joel first provided financial advice in 2009. The qualifications listed for Joel include Bachelor of Commerce (The University of Melbourne, 2008), Self Managed Superannuation Funds (Kaplan Education Pty Limited, 2013) and 928 Margin Lending (Kaplan Education Pty Limited, 2015). 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 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 Joel Cleary a registered financial adviser?
Yes. Joel Cleary is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001008596.
Which licensee does Joel Cleary work under?
Synchron Advice Pty Ltd, Australian financial services licence 243313.
What can Joel Cleary 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.