Soheil Sam Ghoreyshi
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000282228
- Location
- Sydney NSW 2000
- Licensee
- Moneyclip Management Pty Ltd (AFSL 503881)
- Authorised since
- 14 December 2018
- First provided advice
- 2005
- Qualifications
- Diploma of Financial Services (Financial Planning), Securities Institute of Australia (2005); Graduate Diploma of Applied Finance, KAPLAN (2010); Diploma in Financial Services (Finance/Mortgage Broking), IntelliTrain (2012); Fellow, Chartered Financial Practitioner (FChFP), AFA (2016); Masters Applied Finance, KAPLAN (2018)
- Memberships
- Financial Advice Association of Australia (FAAA); Mortgage and Finance Association of Australia
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Soheil Sam Ghoreyshi
Soheil Sam Ghoreyshi is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Sydney, New South Wales (adviser number 000282228).
The licensee Soheil advises under is Moneyclip Management Pty Ltd (AFS licence 503881). That authorisation dates from 14 December 2018.
The register records 2005 as the year Soheil first provided financial advice. The qualifications listed for Soheil include Diploma of Financial Services (Financial Planning) (Securities Institute of Australia, 2005), Graduate Diploma of Applied Finance (KAPLAN, 2010) and Diploma in Financial Services (Finance/Mortgage Broking) (IntelliTrain, 2012). Professional memberships recorded: Financial Advice Association of Australia (FAAA) and Mortgage and Finance Association of Australia.
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Soheil Sam Ghoreyshi a registered financial adviser?
Yes. Soheil Sam Ghoreyshi is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000282228.
Which licensee does Soheil Sam Ghoreyshi work under?
Moneyclip Management Pty Ltd, Australian financial services licence 503881.
What can Soheil Sam Ghoreyshi give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.