JONATHAN SIMS
Financial Adviser · Braddon, ACT
📚 Qualifications & Training
2014 - Margin Lending - Other - Pinnacle Financial Services Academy
2014 - Self Manages Superannuation Funds - Other - Pinnacle Financial Services Academy
2017 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Pinnacle Financial Services Academy
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2024 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
🏢 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.