Joel David Sharp
Financial Adviser in Wembley, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000420355
- Location
- Wembley WA 6014
- Licensee
- Oreana Financial Services Pty Ltd (AFSL 482234)
- Authorised since
- 8 July 2019
- First provided advice
- 2007
- Qualifications
- Bachelor of Commerce (Banking and Finance), Curtin University (1998); Graduate Diploma in Financial Planning, Kaplan Higher Education Pty Limited (2005); Self Managed Superannuation Funds, Kaplan Professional Education (2012); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2025)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Joel David Sharp
Joel David Sharp is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Wembley, Western Australia (adviser number 000420355).
Advice is given under the Australian financial services licence of Oreana Financial Services Pty Ltd, licence number 482234. The current authorisation started on 8 July 2019.
According to the register, Joel first provided financial advice in 2007. Qualifications and training on file include Bachelor of Commerce (Banking and Finance) (Curtin University, 1998), Graduate Diploma in Financial Planning (Kaplan Higher Education Pty Limited, 2005) and Self Managed Superannuation Funds (Kaplan Professional Education, 2012). Joel is recorded as a member of Financial Advice Association of Australia (FAAA).
Joel is authorised to advise 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 David Sharp a registered financial adviser?
Yes. Joel David Sharp is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000420355.
Which licensee does Joel David Sharp work under?
Oreana Financial Services Pty Ltd, Australian financial services licence 482234.
What can Joel David Sharp give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; retirement savings accounts; standard margin lending.