Joel Edelman

Principal Edge Financial Services

Platinum
12 Yrs Experience
Double Bay, NSW 2028
Joel works with his clients to understand and minimise the financial risks they are exposed to while helping to achieve their personal financial and lifestyle goals. Joel specialises in working with clients to protect and build their wealth for themselves and their family. This includes succession planning, ownership and key-person protection. Through solid planning and tailored strategies, Joel focuses solely on the client’s goals and objectives. His personalised and caring approach, and skill in coaching and mentoring, builds positive client experiences.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.70
  • Number of reviews 67
  • First year providing advice 2010
  • Years of experience 12
  • Highest qualification
    • Master of Business Administration
  • Language spoken
    • English

Principal Edge Financial Services

Pallas House, Level 3.4, 30-36 Bay St
Double Bay, NSW 2028

Opening hours

  • 8:00am – 5:00pm Friday
  • 8:00am – 6:00pm Monday – Thursday

Licensed by

Principal Edge Financial Services

AFSL 225029

4.70
67 Reviews
5
4
3
2
1
4.70
Clear communication
4.75
Knowledge & expertise
4.60
Customer care
4.70
Likely to recommend
Showing reviews 1—10 of 67

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4.25

"Joel offers very practical advice in layman's language!"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.00

"Joel is always available to assist in a friendly manner with sound advice."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"---------"

  • Superannuation
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Very informative and never made you feel overwhelmed , happy and o answer any question."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"I found Joel very accommodating around our very limited schedule as small business owners. His explanations were comprehensive and easy to understand. Joel took the time to learn about our situation and specific goals then tailored a plan to achieve those goals."

  • Superannuation
  • Insurance Protection
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Joel was very professional setting up the appointment, punctual and stuck to the agenda. Presentations were clear and answered all questions. If unsure would come back within a day. It is a pleasure dealing with him. Colin 2118"

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Extremely helpful and very beneficial."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Joel has proven himself to be very knowledgeable and approachable for all the issues I have raised with him. He responds quickly and meaningfully."

  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"-"

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Joel is highly professional and extremely helpful."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 67

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Master of Business Administration

Level
9 - Masters Degree
Institution
Bond University
Completed
2002

Certificate IV in Mortgage Broking

Level
4 - Certificate IV
Institution
Kaplan Professional
Completed
2013

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2009

Bachelor of Technology (Honours)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
University of Witwatersrand, Johannesburg
Completed
1998

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2016

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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