JEFF KARIM
Financial Adviser · Burswood, WA
📚 Qualifications & Training
2008 - BUS313 Taxation - Other - Murdoch University
2008 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Murdoch University
2013 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Higher Education Pty Limited
2018 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Higher Education Pty Limited
2023 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education Pty Limited
🏢 Professional Memberships
CPA Australia (CPA)
Financial Advice Association of Australia (FAAA)
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.