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