Joel Thomas Seach
Financial Adviser in Greensborough, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001003952
- Location
- Greensborough VIC 3088
- Licensee
- CFG Advice Pty Ltd (AFSL 501857)
- Authorised since
- 26 August 2024
- First provided advice
- 2008
- Qualifications
- Advanced Diploma of Business, Swinburne University of Technology (2008); Bachelor of Business, Swinburne University (2008); Diploma of Financial Planning, Kaplan (2008); Advanced Diploma in Financial Planning, Monarch Institute (2019); Self-Managed Superannuation Funds specialist accreditation, Monarch Institute (2019); Alpa (direct equities), Kaplan (2020)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Joel Thomas Seach
On the Financial Advisers Register kept by ASIC, Joel Thomas Seach appears as a current financial adviser in Greensborough, Victoria, adviser number 001003952.
Advice is given under the Australian financial services licence of CFG Advice Pty Ltd, licence number 501857. That authorisation dates from 26 August 2024.
According to the register, Joel first provided financial advice in 2008. The qualifications listed for Joel include Advanced Diploma of Business (Swinburne University of Technology, 2008), Bachelor of Business (Swinburne University, 2008) and Diploma of Financial Planning (Kaplan, 2008).
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 Thomas Seach a registered financial adviser?
Yes. Joel Thomas Seach is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001003952.
Which licensee does Joel Thomas Seach work under?
CFG Advice Pty Ltd, Australian financial services licence 501857.
What can Joel Thomas Seach 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.