Financial Adviser
· SYDNEY, NSW
Soheil Sam Ghoreyshi
No disciplinary history on record with ASIC
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000282228
Soheil Sam Ghoreyshi is a financial adviser based in Sydney, New South Wales, with 21 years of experience in the financial services industry. Soheil is currently authorised under Moneyclip Management Pty Ltd. Soheil 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 Masters Applied Finance from KAPLAN. Soheil is a member of Financial Advice Association of Australia (FAAA) and Mortgage and Finance Association of Australia.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2005
Diploma of Financial Services (Financial Planning)
Securities Institute of Australia
2010
Graduate Diploma of Applied Finance
KAPLAN
2012
Diploma in Financial Services (Finance/Mortgage Broking)
IntelliTrain
2016
Fellow, Chartered Financial Practitioner (FChFP)
AFA
2018
Masters Applied Finance
KAPLAN
Registration History
MAGNITUDE GROUP PTY LTD
A.C.N. 116 900 362 LIMITED
Source: ASIC Financial Advisers Register