NICHOLAS GUY BIRD

Financial Adviser ยท Mitcham, VIC

Registered

Registration Number

000224793

Registration Status

Registered

Location

Mitcham, VIC 3132

Providing Advice Since

2000

Registration Date

16/09/2002

Financial Services Licensee

OZPLAN FINANCIAL SERVICES PTY LTD

Licence #000221235

๐Ÿ“š Qualifications & Training

1998 - Bachelor of Business - - Swinburne University of Technology
1999 - Diploma of Financial Planning - - Deakin University
2006 - Self Managed Superannuation Funds - - Kaplan
2010 - Margin Lending & Geared Investment - - Kaplan

๐Ÿข Professional Memberships

Financial Advice Association of Australia (FAAA)

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.