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:
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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