Jim Koumides
Financial Adviser in Hawthorn East, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000331282
- Location
- Hawthorn East VIC 3123
- Licensee
- Viridian Advisory Pty Ltd (AFSL 476223)
- Authorised since
- 1 July 2022
- First provided advice
- 1999
- Qualifications
- Bachelor of Economics, Monash University (1997); Graduate Diploma of Applied Finance and Investment (Historical SIA/FINSIA), Kaplan Higher Education Pty Limited (2001); Self Managed Superannuation Funds, Kaplan Education Pty Ltd (2009); Margin Lending and Geared Investments, Kaplan Education Pty Ltd (2011); Certified Financial Planner, Financial Planning Association (2015); FPC002B Ethics and Professionalism In Financial Advice, Kaplan Higher Education (2020)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending, derivatives
- Tax (financial) advice
- Yes
- Register status
- Current
About Jim Koumides
On the Financial Advisers Register kept by ASIC, Jim Koumides appears as a current financial adviser in Hawthorn East, Victoria, adviser number 000331282.
The licensee Jim advises under is Viridian Advisory Pty Ltd (AFS licence 476223). That authorisation dates from 1 July 2022.
The register records 1999 as the year Jim first provided financial advice. Qualifications and training on file include Bachelor of Economics (Monash University, 1997), Graduate Diploma of Applied Finance and Investment (Historical SIA/FINSIA) (Kaplan Higher Education Pty Limited, 2001) and Self Managed Superannuation Funds (Kaplan Education Pty Ltd, 2009). Jim is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Jim Koumides a registered financial adviser?
Yes. Jim Koumides is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000331282.
Which licensee does Jim Koumides work under?
Viridian Advisory Pty Ltd, Australian financial services licence 476223.
What can Jim Koumides give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending; derivatives.