Post Graduate Diploma - Applied Finance and Investment (Financial Markets)
2001 - 2004
Taxation Institute of Australia
Diploma (Australian Taxation Law)
2011 - 2012
Securities Institute of Australia
Dip Fin Mkts (Financial Markets)
1999 - 2001
Deakin University
Diploma in Financial Planning (Financial Planning)
1999 - 2002
Joel Xuereb's Skills
Superannuation
Strategic Financial Planning
Wealth
Pensions
Financial Planning
Wealth Management
Income Protection
Financial Services
Finance
Financial Advisory
Joel Xuereb's Summary
Joel Xuereb, based in North Sydney, NSW, AU, is currently a Managing Director at Bridge Private Wealth, bringing experience from previous roles at ANZ Financial Planning - Business Banking. Joel Xuereb holds a 2001 - 2004 Post Graduate Diploma - Applied Finance and Investment in Financial Markets @ Securities Institute of Australia. With a robust skill set that includes Superannuation, Strategic Financial Planning, Wealth, Pensions, Financial Planning and more, Joel Xuereb contributes valuable insights to the industry. Joel Xuereb has 1 email on RocketReach.