Joel Jarrod Briggs
Financial Adviser in Warners Bay, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000359341
- Location
- Warners Bay NSW 2282
- Licensee
- Infocus Securities Australia Pty Ltd (AFSL 236523)
- Authorised since
- 30 April 2024
- First provided advice
- 2010
- Qualifications
- Bachelor of Finance, University of Newcastle (2009); Diploma Financial Service (Financial Planning) FNS50804, Kaplan Professional (2010); RG146 Margin Lending, GWM Adviser Services (2011); Advanced Diploma Financial Planning FNS60410, Kaplan Professional (2015); Certified Financial Planner (CFP), FPA (2020)
- 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
- Restriction
- Superannuation excludes SMSF advice and Securities excludes direct equities advice
- Tax (financial) advice
- Yes
- Register status
- Current
About Joel Jarrod Briggs
Joel Jarrod Briggs is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Warners Bay, New South Wales (adviser number 000359341).
Advice is given under the Australian financial services licence of Infocus Securities Australia Pty Ltd, licence number 236523. The current authorisation started on 30 April 2024.
According to the register, Joel first provided financial advice in 2010. The qualifications listed for Joel include Bachelor of Finance (University of Newcastle, 2009), Diploma Financial Service (Financial Planning) FNS50804 (Kaplan Professional, 2010) and RG146 Margin Lending (GWM Adviser Services, 2011). 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.
A further restriction is recorded on the register: “Superannuation excludes SMSF advice and Securities excludes direct equities advice.”
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Questions people ask
Is Joel Jarrod Briggs a registered financial adviser?
Yes. Joel Jarrod Briggs is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000359341.
Which licensee does Joel Jarrod Briggs work under?
Infocus Securities Australia Pty Ltd, Australian financial services licence 236523.
What can Joel Jarrod Briggs 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: "Superannuation excludes SMSF advice and Securities excludes direct equities advice."