Joseph Bylhouwer
Financial Adviser in Carlton, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000263593
- Location
- Carlton NSW 2218
- Licensee
- Lifespan Financial Planning Pty Ltd (AFSL 229892)
- Authorised since
- 24 July 2018
- First provided advice
- 2004
- Qualifications
- Bachelor of Ecconomics, University of Sydney (1995); Graduate Diploma in Applied Finance and Investments, Securities Institute (2001); Margin Lending, Pinnacle Financial Services Academy (2010); Ethics and Professionalism in Financial Advice, Kaplan (2019)
- Memberships
- CPA Australia (CPA); FINSIA
- 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
- Restriction
- The representative is not authorised to provide personal advice on Self-Managed Superannuation Funds (SMSF)
- Tax (financial) advice
- Yes
- Register status
- Current
About Joseph Bylhouwer
Joseph Bylhouwer is a financial adviser in Carlton, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000263593.
Advice is given under the Australian financial services licence of Lifespan Financial Planning Pty Ltd, licence number 229892. The current authorisation started on 24 July 2018.
According to the register, Joseph first provided financial advice in 2004. The qualifications listed for Joseph include Bachelor of Ecconomics (University of Sydney, 1995), Graduate Diploma in Applied Finance and Investments (Securities Institute, 2001) and Margin Lending (Pinnacle Financial Services Academy, 2010). Joseph is recorded as a member of CPA Australia (CPA) and FINSIA.
The authorisation covers advice 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.
The register adds a condition to this authorisation: “The representative is not authorised to provide personal advice on Self-Managed Superannuation Funds (SMSF).”
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Questions people ask
Is Joseph Bylhouwer a registered financial adviser?
Yes. Joseph Bylhouwer is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000263593.
Which licensee does Joseph Bylhouwer work under?
Lifespan Financial Planning Pty Ltd, Australian financial services licence 229892.
What can Joseph Bylhouwer 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. It also records this restriction: "The representative is not authorised to provide personal advice on Self-Managed Superannuation Funds (SMSF)."