Financial Adviser
· SOUTH PERTH, WA
Joel Michael Kerin
No disciplinary history on record with ASIC
SOUTH PERTH,
WA
9
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001256829
Practice
South Perth, WA (practice address on ASIC register)
Licensed through Sentry Advice
About Joel Michael Kerin
Joel Michael Kerin is a financial adviser based in South Perth, Western Australia, with 9 years of experience in the financial services industry since 2017. Joel works at Ally Wealth Management, which is licensed through Sentry Advice. 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 Master of Financial Planning from Kaplan Higher Education Pty Ltd.
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
Advanced Diploma Financial Planning
Kaplan Education Pty Ltd
2017
Diploma Financial Planning
Kaplan Education Pty Ltd
2019
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2019
Teir 1 Margin Lending
Other - Kaplan Education Pty Ltd
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
2020
Self Managed Superannuation Funds
Kaplan Education Pty Ltd
2024
Master of Financial Planning
Kaplan Higher Education Pty Ltd
Registration History
GWM ADVISER SERVICES PTY LTD
Government Debentures, Stocks or Bonds: Class of product only.
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register