Data sourced from ASIC Financial Advisers Register
Financial Adviser · BRISBANE, QLD

Jeffrey Phillip Sim

8 Years experience
Tax advice
authorised
Currently at
Art Financial Advice Pty Ltd
Brisbane City, QLD
View firm profile
ASIC Registered · ADV 001270395

Jeffrey Phillip Sim is a financial adviser based in Brisbane, Queensland, with 8 years of experience in the financial services industry. Jeffrey is currently authorised under Art Financial Advice Pty Ltd. Jeffrey holds authorisations to advise on superannuation and life insurance, as well as tax financial advice services (TFAS). Their qualifications include a Master of Taxation from The University of New South Wales.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance

Restrictions: May provide personal advice only to employers and superannuation fund trustees. May only provide general advice to superannuation fund members.

Authorised to provide tax financial advice services

Qualifications and Training

2015
Business Law and Ethics
Queensland University of Technology
2017
Bachelor of Business (Finance)
Queensland University of Technology
2017
Diploma of Financial Planning
Monarch Institute
2017
Principles of Australian Taxation Law
The University of New South Wales
2019
Advanced Diploma of Financial Planning
Monarch Institute
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2021
Master of Taxation
The University of New South Wales

Registration History

Art Financial Advice Pty Ltd
Dec 2023 - Present Current
May provide personal advice only to employers and superannuation fund trustees. May only provide general advice to superannuation fund members.
QINVEST LIMITED
Dec 2018 - Dec 2023 Ceased

Source: ASIC Financial Advisers Register