Joel Xuereb Financial Planner Report

Name:
Joel Xuereb

Rep Number:
000323762

Status:
Current

First Advice:
2004

Disciplinary action:
No action

Most Recent Role:
2016-04-18 onwards

Licensee
Name:

Number:
000483570

Appointed By
Name:
Cabel Financial Pty Limited

Licence Number:
000483570

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
The Taxation Institute Australia
Diploma in Australian Taxation Law
Securities Institute of Australia
Diploma in Financial Markets and Investment
Deakin University
Diploma of Financial Planning
Securities Institute of Australia
Graduate Diploma in Applied Finance and Investment
Kaplan Professional Education
Self Managed Superannuation Fund (SMSF 1: Core Principles)