Financial Adviser
· BURSWOOD, WA
Jeff Karim
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001273266
Jeff Karim is a financial adviser based in Burswood, Western Australia, with 8 years of experience in the financial services industry. Jeff is currently authorised under Gallagher Benefit Services Pty Ltd. Jeff 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 Financial Planning from Kaplan Higher Education Pty Limited. Jeff is a member of CPA Australia (CPA) and Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Authorised to provide tax financial advice services
Qualifications and Training
2008
BUS313 Taxation
Murdoch University
2008
Bachelor of Commerce
Murdoch University
2013
Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2018
Advanced Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2023
Master of Financial Planning
Kaplan Higher Education Pty Limited