Joel Evans Financial Planner Report

Name:
Joel Simon Evans

Rep Number:
000411461

Status:
Current

First Advice:
2001

Disciplinary action:
No action

Most Recent Role:
2015-05-15 onwards

Licensee

Appointed By
Name:
Evans Rossouw & Young Wealth Management Pty Ltd

Licence Number:
000472429

May advise on following product areas:
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
Kaplan Professional
ASX Accredited Listed Products Adviser program
University of Newcastle
BCom (Accounting & Finance)
Kaplan Professional
Certificate IV in Finance & Mortgage Broking
Kaplan Professional
Certificate in Self-managed Superannuation
Financial Planning Association
Certified Financial Planner program

Memberships
Chartered Accountants Australia and New Zealand (CA)
Financial Planning Association of Australia (FPA)