Joel Simon Evans – Financial Adviser
Adviser identifying number: 411461
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2001
Name of the licence holder: EVANS ROSSOUW & YOUNG WEALTH MANAGEMENT PTY LTD
Licence number: 472429
Licensee’s ABN:
Licence controlled by:
The date the Financial Adviser commenced the appointment: 15/05/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: EVANS ROSSOUW & YOUNG WEALTH MANAGEMENT PTY LTD
Authorised Representative identifying number: 472429
Authorised Representative’s ABN:
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 Accredited Listed Products Adviser program – Kaplan Professional
- BCom (Accounting & Finance) – University of Newcastle
- Certificate IV in Finance & Mortgage Broking – Kaplan Professional
- Certificate in Self-managed Superannuation – Kaplan Professional
- Certified Financial Planner program – Financial Planning Association
Relevant memberships of professional bodies or industry associations:
- Chartered Accountants Australia and New Zealand (CA)
- Financial Planning Association of Australia (FPA)
Joel Simon Evans is authorised to provide advices on following 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