JOEL MICHAEL PALMER


Licensee: PALMER PORTFOLIOS GROUP PTY LTD

JOEL MICHAEL PALMER (Adviser# 000282380) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is October 1, 2010.

Adviser Overview

Register Name Financial Advisers
Adviser Name JOEL MICHAEL PALMER
Adviser Number 000282380
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2004
Financial Service (AFS) Licence Licence# 000376719
PALMER PORTFOLIOS GROUP PTY LTD
Licence ABN 78145431107
Adviser Start Date 2010-10-01
Appointing Representative Name PALMER PORTFOLIOS GROUP PTY LTD
Appointing Representative Number 000376719
Appointing Representative ABN 78145431107

Authorisations to provide financial product advice

  • JOEL MICHAEL PALMER
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes MDA Service
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard
  • ·
  • Margin Lending Facility Non Standard
  • ·
  • Miscellaneous Financial MDA Services

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Business (Management) QUT
Diploma of Financial Services (Financial Planning) Securities Institute

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000376719 PALMER PORTFOLIOS GROUP PTY LTD 2010-10-01 - PALMER PORTFOLIOS GROUP PTY LTD

Licensee Information

Licence Name PALMER PORTFOLIOS GROUP PTY LTD
Licence Number 000376719
Licence ABN 78145431107

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
LING ERIN YI Palmer Portfolios Group Pty Ltd Current 2012-09-14

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
LING ERIN YI Palmer Portfolios Group Pty Ltd Current 2012-09-14

Competitor

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Dataset Information


Data Provider Australian Securities and Investments Commission (ASIC), Financial Advisers Register
Jurisdiction Australia
Related Datasets Australian Businesses, Australian Companies

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.