NATHAN FRANCIS WELLING
Financial Adviser Ā· Maroochydore, QLD
š Qualifications & Training
2006 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional
2011 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional
2011 - Margin Lending and Geared Investments - Other - Kaplan Professional
2012 - Self-Managed Superannuation Funds - Other - Kaplan Professional
2018 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
2022 - Accredited Listed Product Adviser Program - Other - Kaplan Professional
2025 - Ethics and Professionalism in Financial Advice FPC002B - Bridging Course - Ethics - Kaplan Professional
š¢ Professional Memberships
Financial Advice Association of Australia (FAAA)
ā¹ļø 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.