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 37 years extensive experience in finance, accounting, share and property investing and business management."

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Complex Investments
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients. Get in touch

We offer numerous fee options to best suit your needs and budget

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.90
  • 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

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Licensed by

Morgans Financial Ltd

AFSL 235410