JEFFREY KHOURY
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2012 - Taxation - Other - Curtain University
2013 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Education Pty Limited
2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Education Pty Limited
2018 - Bachelor of Accounting - Bachelor Degree (AQF 7) - University of South Australia
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
2022 - Accredited Listed Product Adviser Program - Other - Kaplan Education Pty Ltd
2024 - Commercial Law - Other - Kaplan 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.