JIM KOUMIDES
Financial Adviser · Hawthorn East, VIC
📚 Qualifications & Training
1997 - Bachelor of Economics - - Monash University
2001 - Graduate Diploma of Applied Finance and Investment (Historical SIA/FINSIA) - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
2009 - Self Managed Superannuation Funds - Certificate (AQF 1-4) - Kaplan Education Pty Ltd
2011 - Margin Lending and Geared Investments - Certificate (AQF 1-4) - Kaplan Education Pty Ltd
2015 - Certified Financial Planner - - Financial Planning Association
2020 - FPC002B Ethics and Professionalism In Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
🏢 Professional Memberships
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.