Joel Simon Evans
Financial Adviser in North Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000411461
- Location
- North Sydney NSW 2060
- Licensee
- Evaro Wealth Partners Pty Ltd (AFSL 472429)
- Authorised since
- 15 May 2015
- First provided advice
- 2001
- Qualifications
- BCom (Accounting & Finance), University of Newcastle (1996); Certified Financial Planner program, Financial Planning Association (2004); Certificate in Self-managed Superannuation, Kaplan Professional (2007); ASX Accredited Listed Products Adviser program, Kaplan Professional (2011); Certificate IV in Finance & Mortgage Broking, Kaplan Professional (2014)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ); Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Joel Simon Evans
Joel Simon Evans is a financial adviser in North Sydney, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000411461.
The licensee Joel advises under is Evaro Wealth Partners Pty Ltd (AFS licence 472429). That authorisation dates from 15 May 2015.
According to the register, Joel first provided financial advice in 2001. The qualifications listed for Joel include BCom (Accounting & Finance) (University of Newcastle, 1996), Certified Financial Planner program (Financial Planning Association, 2004) and Certificate in Self-managed Superannuation (Kaplan Professional, 2007). Joel is recorded as a member of Chartered Accountants Australia and New Zealand (CA ANZ) and Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, 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 Simon Evans a registered financial adviser?
Yes. Joel Simon Evans is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000411461.
Which licensee does Joel Simon Evans work under?
Evaro Wealth Partners Pty Ltd, Australian financial services licence 472429.
What can Joel Simon Evans give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.