JAMIL YOUSSEF

Financial Adviser · Bella Vista, NSW

Registered

Registration Number

001242814

Registration Status

Registered

Location

Bella Vista, NSW 2153

Providing Advice Since

2016

Registration Date

09/09/2023

Financial Services Licensee

ADVISORY CIRCLE PTY LTD

Licence #000513052

📚 Qualifications & Training

2014 - Bachelor of Business & Commerce (Applied Finance) - Bachelor Degree (AQF 7) - University of Western Sydney
2017 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Education Pty Ltd
2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Ltd
2022 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education Pty Ltd

ℹ️ What is a Financial Adviser?

A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.

Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.