NADIA MAY COFFEY
Financial Adviser · Atherton, QLD
📚 Qualifications & Training
2017 - Cert IV Finance & Mortgage Broking - - The National Finance Institute
2017 - Diploma of Finance and Mortgage Broking Management - Diploma (AQF 5) - The National Finance Institute
2018 - Diploma Financial Planning - - Monarch Institute
2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2021 - Accredited Listed Product Adviser Program - Certificate (AQF 1-4) - Kaplan Professional
2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
2021 - Self Managed Superannuation Funds - Certificate (AQF 1-4) - Kaplan Professional
2022 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional
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.