NICHOLAS COSTELLO
Financial Adviser Ā· Adelaide, SA
š Qualifications & Training
2007 - Bachelor Degree - Commerce - - University of Adelaide
2014 - CFA Charterholder - - CFA Institute
2023 - Ethics and Professionlism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
š¢ Professional Memberships
Chartered Financial Analyst Institute (CFA Institute)
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.