Financial Adviser
· MACKAY, QLD
Joseph Phillip Sim
No disciplinary history on record with ASIC
MACKAY,
QLD
29
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000259275
About Joseph Phillip Sim
Joseph Phillip Sim is a financial adviser based in Mackay, Queensland, with 29 years of experience in the financial services industry since 1997. Joseph works at Morgans Financial, which is licensed through Morgans Financial Limited. Joseph holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Joseph's qualifications include a Certified Financial Planner from Financial Planning Association of Australia. Joseph is a member of CPA Australia (CPA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1992
Bachelor of Commerce
Griffith University
1995
Certified Practising Accountant
CPA Australia
1998
Diploma of Financial Planning
Deakin University
1999
Certified Financial Planner
Financial Planning Association of Australia
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan