Joel Harty

Perpetual Limited

Gold
10 Yrs Experience
Sydney, NSW 2000

Recent reviews

Perpetual Limited

Level 18, Angel Place, 123 Pitt Street
Sydney, NSW 2000

At a glance

  • Adviser status Gold
  • Rating 4.70
  • Number of reviews 1
  • First year providing advice 2012
  • Years of experience 10
  • Highest qualification
    • Bachelor of Commerce (Financial Planning)
  • Language spoken
    • English

Licensed by

Perpetual Limited

AFSL 236643

4.70
1 Review
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
3.75
Likely to recommend
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4.75

"I have found Joel to be very pleasant to deal with and explanations are clear and understandable. I need more time to work out if his plan for my finances will help my retirement living style."

  • Superannuation
  • Retirement & Pension
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

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

  • Superannuation
  • Retirement & Pension
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets

Qualifications & Training

Bachelor of Commerce (Financial Planning)

Level
7 - Bachelor Degree
Institution
University of Wollongong (UOW)
Completed
2012

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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