Joel Xuereb
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000323762
- Location
- Sydney NSW 2000
- Licensee
- Bridge Private Wealth AFSL Pty Ltd (AFSL 513013)
- Authorised since
- 12 June 2019
- First provided advice
- 2004
- Qualifications
- Diploma of Financial Planning, Deakin University (2004); Graduate Diploma in Applied Finance and Investment, Securities Institute of Australia (2006); Diploma in Financial Markets and Investment, Securities Institute of Australia (2011); Self Managed Superannuation Fund (SMSF 1: Core Principles), Kaplan Professional Education (2011); Diploma in Australian Taxation Law, The Taxation Institute Australia (2012)
- 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Joel Xuereb
Joel Xuereb is a financial adviser in Sydney, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000323762.
Joel provides advice as an authorised representative of Bridge Private Wealth AFSL Pty Ltd, which holds Australian financial services licence 513013. The current authorisation started on 12 June 2019.
The register records 2004 as the year Joel first provided financial advice. The qualifications listed for Joel include Diploma of Financial Planning (Deakin University, 2004), Graduate Diploma in Applied Finance and Investment (Securities Institute of Australia, 2006) and Diploma in Financial Markets and Investment (Securities Institute of Australia, 2011). Joel is recorded as a member of 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 9 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 Xuereb a registered financial adviser?
Yes. Joel Xuereb is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000323762.
Which licensee does Joel Xuereb work under?
Bridge Private Wealth AFSL Pty Ltd, Australian financial services licence 513013.
What can Joel Xuereb 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; standard margin lending.