Financial Adviser · NORTH SYDNEY, NSW

John Paul Khamis

17 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000436665

John Paul Khamis is a financial adviser based in North Sydney, New South Wales, with 17 years of experience in the financial services industry. John is currently authorised under Akumin Financial Planning Pty Limited. John holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Master of Applied Finance from Macquarie University.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2008

Diploma of Financial Services (Financial Planning)

Mentor Education Pty Ltd

2009

Bachelor of Commerce

Macquarie University

2010

Advanced Diploma of Financial Services (Financial Planning)

Mentor Education Pty Ltd

2010

Margin Lending and Geared Investments

Kaplan Higher Education Pty Limited

2010

Self Managed Superannuation Funds

Kaplan Higher Education Pty Limited

2013

Accredited Listed Product Adviser (ASX ALPA) Program

Kaplan Higher Education Pty Limited

2013

Certificate IV in Finance and Mortgage Broking

Kaplan Higher Education Pty Limited

2014

Master of Applied Finance

Macquarie University

Registration History

Akumin Financial Planning Pty Limited

Mar 2013 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Westpac Banking Corporation

Jan 2009 - May 2012 Ceased

Source: ASIC Financial Advisers Register