Joel Xuereb
Financial Adviser
Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.
About
Joel Xuereb is an ASIC-registered financial adviser based in Sydney, NSW, committed to helping clients achieve their financial goals with tailored and comprehensive advice. With a strong educational foundation, including a Diploma of Financial Planning from Deakin University (2004), a Graduate Diploma in Applied Finance and Investment from the Securities Institute of Australia (2006), a Diploma in Financial Markets and Investment (2011), SMSF accreditation from Kaplan Professional Education (2011), and a Diploma in Australian Taxation Law from The Taxation Institute Australia (2012), Joel possesses the knowledge and expertise to guide you through various financial complexities. As a member of the Financial Advice Association of Australia (FAAA), Joel adheres to the highest ethical and professional standards, ensuring that your best interests are always at the forefront. Joel is authorized to provide advice on a broad range of financial products, including superannuation, insurance, wealth management, and retirement planning. This allows him to offer holistic solutions tailored to your unique circumstances. • Superannuation advice, including SMSFs • Insurance solutions to protect your assets and family • Comprehensive wealth management strategies • Retirement planning to secure your financial future Whether you're planning for retirement, seeking to grow your wealth, or require guidance on superannuation or insurance, Joel can provide expert advice and support. Contact Joel today to schedule a consultation and take the first step towards achieving your financial aspirations.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
Verify credentials independently before engaging services
Frequently Asked Questions
What types of financial advice does Joel Xuereb offer?
Joel Xuereb provides advice on superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities. He can help you create a comprehensive financial plan tailored to your needs.
What are Joel Xuereb's qualifications and experience?
Joel holds a Diploma of Financial Planning from Deakin University, a Graduate Diploma in Applied Finance and Investment from the Securities Institute of Australia, a Diploma in Financial Markets and Investment, SMSF accreditation from Kaplan Professional Education and a Diploma in Australian Taxation Law from The Taxation Institute Australia. He is also a member of the Financial Advice Association of Australia (FAAA).
How does Joel Xuereb approach financial planning?
Joel takes a client-centered approach, focusing on understanding your individual financial goals, risk tolerance, and time horizon. He then develops a tailored strategy to help you achieve those goals, providing ongoing support and advice along the way.
What can I expect during my first meeting with Joel Xuereb?
During your first meeting, Joel will discuss your current financial situation, future goals, and any concerns you may have. This initial consultation allows him to understand your needs and determine how he can best assist you. It’s a great opportunity to ask questions and see if you are a good fit to work together.
Why should I choose Joel Xuereb as my financial advisor?
Joel offers a comprehensive, ethical, and personalized approach to financial planning. His extensive qualifications, membership with the FAAA, and commitment to understanding your unique circumstances make him a trusted partner in helping you achieve your financial goals.
Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.