NICHOLAS DONNELLY
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2002 - Bachelor of Commerce - - University of Wollongong
2002 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Wollongong
2012 - Master of Applied Finance - - Kaplan
2012 - Master of Applied Finance - Masters Degree (AQF 9) - Kaplan Professional
2016 - Diploma of Financial Planning (FNS50615) - - Monarch Institute
2016 - Diploma of Financial Planning - Diploma (AQF 5) - Monarch Institute
2021 - Self Managed Superannuation Funds - Certificate (AQF 1-4) - Kaplan Professional
2024 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2025 - Client Engagement Skills - Bridging Course - Behavioural Finance - 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.