Financial Adviser · PENRITH, NSW

Joel Nicholas Turnbull

PENRITH, NSW

8 Years experience

Tax advice
authorised

ASIC Registered · ADV 001270313

Currently at

A & R Financial Planners

Penrith, NSW (firm address)

View firm profile

About Joel Nicholas Turnbull

Joel Nicholas Turnbull is a financial adviser based in Penrith, New South Wales, with 8 years of experience in the financial services industry since 2018. Joel is currently authorised under Thk Partners, operating through A & R Financial Planners. Joel holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Joel's qualifications include a Bachelor of Business and Commerce (Applied Finance) from Western Sydney University. Joel is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2017

Bachelor of Business and Commerce (Applied Finance)

Western Sydney University

2018

Diploma of Financial Planning

Kaplan Professional

2025

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Limited

Registration History

Thk Partners Pty Ltd

Aug 2026 - Present Current

Viridian Advisory Pty Ltd

Jul 2022 - Aug 2026 Ceased

Infinity Capital Solutions Pty Ltd

Apr 2021 - Jun 2022 Ceased

Hillross Financial Services Limited

Dec 2018 - Mar 2021 Ceased

Authorised in MDA services, which is restricted to Limited Authority to Operate services.One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register