JOSEPH PHILLIP SIM
Financial Adviser Ā· Mackay, QLD
š Qualifications & Training
1992 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Griffith University
1995 - Certified Practising Accountant - - CPA Australia
1995 - Certified Practising Accountant - Professional Designations - CPA Australia
1998 - Diploma of Financial Planning - Diploma (AQF 5) - Deakin University
1999 - Certified Financial Planner - - Financial Planning Association of Australia
2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
š¢ Professional Memberships
CPA Australia (CPA)
ā¹ļø 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.