Joleene Maurreen Stockwell
Financial Adviser in Perth, Western Australia, Australia
Review Joleene Maurreen Stockwell
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 number001000698
- Location
- Perth WA 6000
- Licensee
- Unisuper Management Pty. Ltd. (AFSL 235907)
- Authorised since
- 5 December 2022
- First provided advice
- 2012
- Qualifications
- Bachelor of Arts (Major Languages & Applied Linguistics), Griffith University (2002); Master of Education (TESOL), Queensland University of Technology (2007); Advanced Diploma of Financial Planning, Kaplan Professional Education (2013); Graduate diploma in financial planning, Kaplan Professional (2023)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, life risk insurance, life investment products, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Joleene Maurreen Stockwell
Joleene Maurreen Stockwell is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Perth, Western Australia (adviser number 001000698).
The licensee Joleene advises under is Unisuper Management Pty. Ltd. (AFS licence 235907). The current authorisation started on 5 December 2022.
The register records 2012 as the year Joleene first provided financial advice. Qualifications and training on file include Bachelor of Arts (Major Languages & Applied Linguistics) (Griffith University, 2002), Master of Education (TESOL) (Queensland University of Technology, 2007) and Advanced Diploma of Financial Planning (Kaplan Professional Education, 2013). Joleene is recorded as a member of Financial Advice Association of Australia (FAAA).
Joleene is authorised to advise on superannuation, life risk insurance, life investment products and retirement savings accounts. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Joleene Maurreen Stockwell here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Joleene Maurreen Stockwell a registered financial adviser?
Yes. Joleene Maurreen Stockwell is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001000698.
Which licensee does Joleene Maurreen Stockwell work under?
Unisuper Management Pty. Ltd., Australian financial services licence 235907.
What can Joleene Maurreen Stockwell give advice on?
The register lists these advice areas: superannuation; life risk insurance; life investment products; retirement savings accounts.