Joseph Phillip Sim
Financial Adviser in Mackay, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000259275
- Location
- Mackay QLD 4740
- Licensee
- Morgans Financial Limited (AFSL 235410)
- Authorised since
- 10 March 2004
- First provided advice
- 1997
- Qualifications
- Bachelor of Commerce, Griffith University (1992); Certified Practising Accountant, CPA Australia (1995); Diploma of Financial Planning, Deakin University (1998); Certified Financial Planner, Financial Planning Association of Australia (1999); Ethics and Professionalism in Financial Advice, Kaplan (2019)
- Memberships
- CPA Australia (CPA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, standard margin lending, managed discretionary account services
- Tax (financial) advice
- Yes
- Register status
- Current
About Joseph Phillip Sim
Joseph Phillip Sim is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Mackay, Queensland (adviser number 000259275).
Joseph provides advice as an authorised representative of Morgans Financial Limited, which holds Australian financial services licence 235410. The current authorisation started on 10 March 2004.
The register records 1997 as the year Joseph first provided financial advice. The qualifications listed for Joseph include Bachelor of Commerce (Griffith University, 1992), Certified Practising Accountant (CPA Australia, 1995) and Diploma of Financial Planning (Deakin University, 1998). Professional memberships recorded: CPA Australia (CPA).
Joseph is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Joseph Phillip Sim a registered financial adviser?
Yes. Joseph Phillip Sim is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000259275.
Which licensee does Joseph Phillip Sim work under?
Morgans Financial Limited, Australian financial services licence 235410.
What can Joseph Phillip Sim 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; standard margin lending; managed discretionary account services.