Joel Robinson
Financial Adviser in Brisbane, Queensland, Australia
Review Joel Robinson
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number001003657
- Location
- Brisbane QLD 4000
- Licensee
- LGT Wealth Management Limited (AFSL 231127)
- Authorised since
- 29 May 2025
- First provided advice
- 2004
- Qualifications
- Bachelor of Commerce (Banking and Finance), University of Queensland (2002); Graduate Diploma of Applied Finance and Investment, Securities Institute (2004); Graduate Diploma of Financial Planning, Securities Institute (2005); Accredited Derivatives Adviser (Level 1), Kaplan (2007); Ethics and Professionalism in Financial Advice, Kaplan Professional (2021)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, deposit and payment products, government debentures, stocks and bonds, derivatives, foreign exchange contracts
- Tax (financial) advice
- Yes
- Register status
- Current
About Joel Robinson
Joel Robinson is a financial adviser in Brisbane, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 001003657.
Joel provides advice as an authorised representative of LGT Wealth Management Limited, which holds Australian financial services licence 231127. That authorisation dates from 29 May 2025.
The register records 2004 as the year Joel first provided financial advice. Qualifications and training on file include Bachelor of Commerce (Banking and Finance) (University of Queensland, 2002), Graduate Diploma of Applied Finance and Investment (Securities Institute, 2004) and Graduate Diploma of Financial Planning (Securities Institute, 2005). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, deposit and payment products, government debentures, stocks and bonds and derivatives, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Joel Robinson here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Joel Robinson a registered financial adviser?
Yes. Joel Robinson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001003657.
Which licensee does Joel Robinson work under?
LGT Wealth Management Limited, Australian financial services licence 231127.
What can Joel Robinson give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; deposit and payment products; government debentures, stocks and bonds; derivatives; foreign exchange contracts.