Jeff Karim

Senior Planner

CFP®, BCom, Adv Dip FP, CPA
 
Providing customised advice to guide and direct you toward a clearer financial future. Specialising in pre-retirement advice, personal risk insurance assessment, and Centrelink services

 

email icon : jeff@wealthmp.com.au

ASIC Financial Adviser/Authorised Representative Number: 001273266

Jeff Karim | MoneySmart Financial Advisers Register

Jeff Karim 612x612-1
Qualifications/Memberships/Accreditations:
  • Member of the Financial Advice Association Australia (FAAA) (prev. FPA & AFA)
  • Advanced Diploma of Financial Planning
  • Successful completion of the FASEA Financial Adviser exam
  • A Certified Financial Planner (the highest designation available)
  • Certified Practising Accountant (CPA)
  • Bachelor of Commerce (Murdoch University)

Leaders that listen.

At WMP we get the balance right between leading and listening. We bring a sound structure to the client experience, but you will find when you meet with any of our advisers, there is a desire to understand your world as well as we can before we advise. Understanding your journey/vision is everything.

Managing Partner
Senior Partner
Senior Partner
Senior Partner
Senior Partner
Senior Partner
Senior Partner
Senior Partner
Senior Partner
Senior Planner
Wealth Management Partners is an FPA Professional Practice (1)

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