NICHOLAS GRADY
Financial Adviser · Coffs Harbour, NSW
📚 Qualifications & Training
2012 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - Charles Sturt University
2013 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Higher Education Pty Limited
2014 - Certificate IV in Finance and Mortgage Broking - Certificate (AQF 1-4) - Kaplan Higher Education Pty Limited
2016 - Margin Lending - Other - Kaplan Higher Education Pty Limited
2017 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia (FPA)
2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
2020 - Self Managed Superannuation Funds - Other - Kaplan Higher Education Pty Limited
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.