JEFFREY PHILLIP SIM
Financial Adviser · Brisbane, QLD
📚 Qualifications & Training
2015 - Business Law and Ethics - Other - Queensland University of Technology
2017 - Bachelor of Business (Finance) - Bachelor Degree (AQF 7) - Queensland University of Technology
2017 - Diploma of Financial Planning - Diploma (AQF 5) - Monarch Institute
2017 - Principles of Australian Taxation Law - Other - The University of New South Wales
2019 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Monarch Institute
2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
2021 - Master of Taxation - Masters Degree (AQF 9) - The University of New South Wales
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.