Financial Adviser
· NORTH SYDNEY, NSW
John Paul Khamis
No disciplinary history on record with ASIC
NORTH SYDNEY,
NSW
17
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000436665
About John Paul Khamis
John Paul Khamis is a financial adviser based in North Sydney, New South Wales, with 17 years of experience in the financial services industry since 2009. John is currently authorised under Nest Advisory Hq, operating through Merchant Wealth Management. John holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). John's 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
Deposit Products
Government Bonds
Margin Lending
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
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register