Joel Siegersma – Financial Adviser

Adviser identifying number: 1237878
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2010

Name of the licence holder: COMMONWEALTH PRIVATE LIMITED
Licence number: 314018
Licensee’s ABN: 30125238039
Licence controlled by:

The date the Financial Adviser commenced the appointment: 02/12/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: COMMONWEALTH PRIVATE LIMITED
Authorised Representative identifying number: 314018
Authorised Representative’s ABN: 30125238039

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:

  • ASX ADA L1 – Kaplan/Tribeca
  • Foundations of Financial Planning – Kaplan Professional
  • Margin Lending Accreditation Program – Stockbrokers Association of Australia/DeakinPrime
  • SIDA Accreditation Program – Stockbrokers Association of Australia/DeakinPrime

Relevant memberships of professional bodies or industry associations:

Joel Siegersma is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Deposit & Payment Products – Non-Cash Deposit Products
  • Derivatives
  • Government Debentures, Stocks or Bonds
  • Managed Investment Schemes / Managed Investment Schemes, including IDPS
  • Securities
  • Margin Lending Facility / Standard Margin Lending Facility