ANDREW NAGEL
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2009 - Graduate Diploma of Applied Finance - - Kaplan Professional Education
2011 - Margin Lending and Geared Investments - - KAPLAN
2013 - Self Managed Superannuation Funds - - KAPLAN
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
2020 - Relevant Provider Exam - Other - FASEA
🏢 Professional Memberships
Chartered Institute for Securities and Investment
SMSF Association
Stockbrokers and Investment Advisers Association (SIAA)
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.