Joe Sim

Morgans Financial Ltd

Platinum
25 Yrs Experience
Mackay, QLD 4740
"I am a highly experienced and qualified Certified Practising Accountant and Certified Financial Planner with 30 years extensive experience in finance, accounting, share and property investing and business management."

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.85
  • Number of reviews 20
  • First year providing advice 1997
  • Years of experience 25
  • Highest qualifications
    • Certified Financial Planner (CFP)
    • Certified Practicing Accountant (CPA)
  • Language spoken
    • English

Morgans Financial Ltd

47 Sydney St
Mackay, QLD 4740

Licensed by

Morgans Financial Ltd

AFSL 235410

4.85
20 Reviews
5
4
3
2
1
4.90
Clear communication
4.80
Knowledge & expertise
5.00
Customer care
4.65
Likely to recommend
Showing reviews 1—10 of 20

Sort by

5.00

"Joe is a highly experienced adviser and has made Liz and I a lot of money.I would have no hesitation in recommending Joe to any of my friends"

  • Self Managed SuperFunds
  • Complex Investments
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Joe has given my husband and I great advice for 22 years since we started our self managed fund. We have total confidence in him. We always receive his full attention when needed."

  • Government Assistance
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Joe has been extremely helpful in setting up, managing and growing my self managed super fund. In the 23 years I have been with Joe and his team, my portfolio has grown exceptionally well even through some difficult times including GFC and now Covid. I highly recommend Joe and his team's professional knowledge and experience to meet your financial needs."

  • Superannuation
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"We have been with Joe at Morgans Mackay for 8 years and didn't consider changing advisers even when we left the Mackay area. Joe is well connected in the investment industry and is able to provide a number of investment options whenever we catch up. In particular Joe is able to tailor his advise to the level of the client and, whilst he acts independently, he has access to Morgans market analysis and resources."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Throughout our years of connection with Morgan's in Mackay, we have been very satisfied with the advice received from Joe and believe this has played a significant role in setting us up as self-funded retirees. We have appreciated being treated in a professional, friendly manner."

  • Retirement & Pension
  • Self Managed SuperFunds
  • Complex Investments
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We have found Joe to be extremely knowledgeable, always professional and available to answer any queries we have. We sought Joe's help a number of years ago and he has helped us transform an underperforming fund from a work company to one that now will give us security and peace of mind in retirement."

  • Superannuation
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Joe has been managing our super fund investment strategy for many years now. Joe's advice has been invaluable in building our super fund to the point of being able to sustain us in our retirement. Joe is always available should we have concerns about the share portfolio."

  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have been a client of Joe's for almost 5 years. Thanks to Joe's amazing advice, my investment made enough profit to keep both my husband and I afloat during the last particularly tough year and a half thanks to Covid trapping us in different parts of the world. Joe helped me make smart investment choices based on our personal circumstances, and was always very clear in explaining the benefits and drawbacks to particular choices. Joe was available and approachable whenever I needed to get in touch. I look forward to seeing our wealth grow once again in Joe's experienced hands as we can start to invest more again."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.00

"Thank you Joe"

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"JOE HAS GIVEN ME HIS ADVICE ON HOW TO MANAGE THE FAMILYS SELF MANAGED SUPER FUND FOR OVER 10 YRS AND HAVE FOUND HIS HONESTY AND KNOWLEDGE IN THIS FIELD AS INSPIRERING AND THE FAMILYS FININICIAL POSITION HAS GONE BEYOND ALL EXPECTATIONS FROM THE AMOUNT THAT WE STARTED WITH THANKS JOE SIM FOR YOUR UNPARELLED ADVICE FROM EERO"

  • Self Managed SuperFunds
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 20

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2019

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
1999

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
Griffith University
Completed
1992

Certified Practicing Accountant (CPA)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
CPA Australia (CPA)
Completed
1995

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Deakin University
Completed
1998

Professional Memberships

Certified Practising Accountants Australia (CPA)

Membership type
CPA

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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