Joel Sean Carty – Financial Adviser
Adviser identifying number: 1000647
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2010
Name of the licence holder: QINVEST LIMITED
Licence number: 238274
Licensee’s ABN: 35063511580
Licence controlled by: QSUPER LIMITED
The date the Financial Adviser commenced the appointment: 18/08/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: QINVEST LIMITED
Authorised Representative identifying number: 238274
Authorised Representative’s ABN: 35063511580
Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:
Address:
Contact phone number:
Working hours:
Relevant qualifications and training:
- Advanced Diploma of Financial Services (Financial Planning) – Tribeca Learning (Aust) Pty Ltd
- Diploma of Financial Services (Financial Planning) – Tribeca Learning (Aust) Pty Ltd
- Margin Lending and Geared Investments – Kaplan Professional Pty Ltd
- Masters of Financial Planning – University of the Sunshine Coast
- Understanding the Sharemarket – Financial Planning Association of Australia Ltd
Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)
Joel Sean Carty is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Government Debentures, Stocks or Bonds
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility