Joel Siegersma
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001237878
- Location
- Melbourne VIC 3000
- Licensee
- LGT Wealth Management Limited (AFSL 231127)
- Authorised since
- 29 May 2025
- First provided advice
- 2010
- Qualifications
- Bachelor of Business (Banking and Finance), Monash University (2007); SIDA Accreditation Program, Stockbrokers Association of Australia/DeakinPrime (2008); Margin Lending Accreditation Program, Stockbrokers Association of Australia/DeakinPrime (2010); Diploma of Financial Planning, Kaplan (2018); Economic and Legal Context for Financial Planning, 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, standard margin lending, derivatives, foreign exchange contracts
- Tax (financial) advice
- Yes
- Register status
- Current
About Joel Siegersma
Joel Siegersma is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Melbourne, Victoria (adviser number 001237878).
The licensee Joel advises under is LGT Wealth Management Limited (AFS licence 231127). The current authorisation started on 29 May 2025.
According to the register, Joel first provided financial advice in 2010. Qualifications and training on file include Bachelor of Business (Banking and Finance) (Monash University, 2007), SIDA Accreditation Program (Stockbrokers Association of Australia/DeakinPrime, 2008) and Margin Lending Accreditation Program (Stockbrokers Association of Australia/DeakinPrime, 2010). Joel is recorded as a member of 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 standard margin lending, 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 Siegersma a registered financial adviser?
Yes. Joel Siegersma is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001237878.
Which licensee does Joel Siegersma work under?
LGT Wealth Management Limited, Australian financial services licence 231127.
What can Joel Siegersma give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; deposit and payment products; government debentures, stocks and bonds; standard margin lending; derivatives; foreign exchange contracts.