Joe Sim
CPA CFP® BCom DipAcc
Partner / Financial Planner
I am a highly experienced and qualified Certified Practising Accountant and Certified Financial Planner with 35 years extensive experience in finance, accounting, share and property investing and business management.
Investment Style
Joe has accumulated wealth by property, shares and business investments. His experience in these areas is greatly valued by clients seeking to avoid the pitfalls of learning from their mistakes. Joe enjoys working with clients who wish to maximise their wealth using variety of tax structures like Self Managed Super Funds, family trusts and personal holdings.
Services and Specialties
Portfolio Administration
Wealth Management
Stockbroking
Superannuation Advice
Self-Managed Super Funds
Retirement and Estate Planning
Qualifications and Professional Affiliations
Ethics and Professionalism in Financial Advice
Diploma of Accountancy
Certified Practising Accountant
Bachelor of Commerce
Diploma of Financial Planning
Associations
Australian Society of CPAs
Competencies
Margin Lending
Financial Planning
Life Insurance
Generic
Securities
Managed Investments
Superannuation
I am a partner of Astute Investment Advice Pty Ltd which operates the business of Morgans Financial Limited - Mackay. My employer remunerates me by way of percentage of fees. As a shareholder of Astute Investment Advice Pty Ltd, I may be entitled to a share of profits. As a Partner of Astute Investment Advice Pty Ltd, I will be entitled to a share of profits.
