Joel Xuereb – Financial Adviser
Adviser identifying number: 323762
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2004
Name of the licence holder: SECURITOR FINANCIAL GROUP LTD
Licence number: 240687
Licensee’s ABN: 48009189495
Licence controlled by: WESTPAC BANKING CORPORATION
The date the Financial Adviser commenced the appointment: 28/03/2008
The date the Financial Adviser ceased the appointment: 15/04/2016
Name of the Authorised Representative: SECURITOR FINANCIAL GROUP LTD
Authorised Representative identifying number: 000240687
Authorised Representative’s ABN: 48009189495
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:
- Diploma in Australian Taxation Law – The Taxation Institute Australia
- Diploma in Financial Markets and Investment – Securities Institute of Australia
- Diploma of Financial Planning – Deakin University
- Graduate Diploma in Applied Finance and Investment – Securities Institute of Australia
- Self Managed Superannuation Fund (SMSF 1: Core Principles) – Kaplan Professional Education
Relevant memberships of professional bodies or industry associations:
Joel Xuereb is authorised to provide advices on following products: