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