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- Financial Advisers Australia (FAA)
- Joanne May Stenzel
Joanne May Stenzel
- Name
- Joanne May Stenzel
- ID
- 401007
- ABN
- –
- First Provided Advice
- 1999
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 1999 - Diploma of Financial Planning - - Financial Planning Association of Australia
- 2014 - Certificate IV Finance and Mortgage Broking FNS40811 - - AAMC Training Group
- 2014 - Tier 1 Margin Lending - Knowledge and Skills - - Kaplan Professional Education
- 2015 - Self Managed Superannuation Funds - - Kaplan Professional Education
- 2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
- 2024 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Education Pty Limited
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
- Financial Advice Association of Australia (FAAA)
Licencee
- Status
- Ceased
- Licence Holder
- Australia And New Zealand Banking Group Limited (#234527)
- Commenced
- Oct. 20, 2016
- Ceased
- Oct. 30, 2024
- Status
- Current
- Licence Holder
- Shaw And Partners Limited (#236048)
- Commenced
- Nov. 18, 2024
Skills
- Provide Financial Product Advice - Carbon Credits/Carbon Unit
- Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
- Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
- Provide Financial Product Advice - Derivatives
- Provide Financial Product Advice - Derivatives/Derivatives - Wool only
- Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
- Provide Financial Product Advice - Derivatives/Derivatives - Grain only
- Provide Financial Product Advice - Foreign Exchange Contracts
- Provide Financial Product Advice - Government Debentures, Stocks or Bonds
- Provide Financial Product Advice - Life Products/Investment Life Insurance Products
- Provide Financial Product Advice - Life Products/Life Risk Insurance Product
- Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
- Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
- Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
- Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
- Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
- Provide Financial Product Advice - Managed Investment Schemes/MDA Services
- Provide Financial Product Advice - Retirement Savings Account Products
- Provide Financial Product Advice - Securities
- Provide Financial Product Advice - Superannuation
- Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
- Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
- Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
- Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
- Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
- Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
- Provide Financial Product Advice - FHSA Issued non ADI
- Old Law Securities Options Contracts and Warrants Securities
- Old Law Futures Contracts and Warrants
- Managed Investment Schemes (Registered or Unregistered)
- Securities – Debentures Managed Investment Schemes
- All Securities
- Status
- Ceased
- Licence Holder
- A.c.n. 133 593 012 Pty Ltd (#331367)
- Commenced
- June 4, 2015
- Ceased
- Aug. 26, 2016
- Status
- Ceased
- Licence Holder
- Gps Wealth Ltd (#254544)
- Commenced
- July 2, 2014
- Ceased
- May 5, 2016
- Status
- Ceased
- Licence Holder
- Investment Gateway Pty Ltd (#239117)
- Commenced
- Feb. 28, 2011
- Ceased
- March 23, 2011
- Status
- Ceased
- Licence Holder
- Synchron Advice Pty Ltd (#243313)
- Commenced
- Dec. 17, 2013
- Ceased
- July 1, 2014