NADIA NARCISO

Financial Adviser ยท Kent Town, SA

Registered

Registration Number

001244558

Registration Status

Registered

Location

Kent Town, SA 5067

Providing Advice Since

1998

Registration Date

01/07/2016

Financial Services Licensee

OREON FINANCIAL PLANNING PTY LTD

Licence #000470507

๐Ÿ“š Qualifications & Training

1995 - Bachelor of Accounting - Bachelor Degree (AQF 7) - Uni SA
2000 - CPA Program - Professional Designations - CPA
2001 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - SIA/FINSIA
2003 - CFP Program - Professional Designations - CFP
2019 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Education

โ„น๏ธ 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.