Joel Plowman

Nixon Financial Services Pty Ltd

5.00
1 Review
Gold
5 Yrs Experience
Gisborne, VIC 3437

Recent reviews

Nixon Financial Services Pty Ltd

23A Hamilton St
Gisborne, VIC 3437

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2017
  • Years of experience 5
  • Highest qualification
    • Bachelor of Business (Accounting)
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Shares & Investments
  • Cashflow & Income
  • Socially Responsible
  • Tax Strategies
  • Growing Assets

Licensed by

Sentry Advice Pty Ltd

AFSL 227748

5.00
1 Review
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5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
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5.00

"Joel is very good at explaining the details and giving me confidence in placing my future finances with him. He has proven to be on track with where i want to be so far and is always there to take my calls. I would highly recommend him to anyone that needs to get there super in order ."

  • Superannuation
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
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My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Growing Assets

Qualifications & Training

Bachelor of Business (Accounting)

Level
7 - Bachelor Degree
Institution
Swinburne University of Technology
Completed
2012

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2019

Securities and Managed Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2017

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2017

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member
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