JOHN PAUL KHAMIS

Financial Adviser · North Sydney, NSW

Registered

Registration Number

000436665

Registration Status

Registered

Location

North Sydney, NSW 2060

Providing Advice Since

2009

Registration Date

25/03/2013

Financial Services Licensee

AKUMIN FINANCIAL PLANNING PTY LIMITED

Licence #000232706

📚 Qualifications & Training

2008 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Mentor Education Pty Ltd
2009 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Macquarie University
2010 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Mentor Education Pty Ltd
2010 - Margin Lending and Geared Investments - Other - Kaplan Higher Education Pty Limited
2010 - Self Managed Superannuation Funds - Other - Kaplan Higher Education Pty Limited
2013 - Accredited Listed Product Adviser (ASX ALPA) Program - Other - Kaplan Higher Education Pty Limited
2013 - Certificate IV in Finance and Mortgage Broking - Certificate (AQF 1-4) - Kaplan Higher Education Pty Limited
2014 - Master of Applied Finance - Masters Degree (AQF 9) - Macquarie University

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.