NICHOLAS JAMES BRADFIELD
Financial Adviser · Banksia, NSW
📚 Qualifications & Training
1997 - Bachelor of Commerce - - UWS
1997 - Bachelor of Commerce Accounting - Bachelor Degree (AQF 7) - University of Western Sydney
2001 - CPA - Professional Designations - CPA Australia
2001 - CPA Program - - CPA Australia
2002 - CFP Program - - FPA
2002 - CFP Program - Graduate Certificate (AQF 8) - FPA
2005 - Specialist in Financial Planning - Graduate Certificate (AQF 8) - CPA Australia
2019 - CIMA - Professional Designations - Investments and Wealth Institute
2019 - FASEA - Bridging Course - Ethics - FASEA Standards Authority
2022 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
CPA Australia (CPA)
Chartered Accountants Australia and New Zealand (CA ANZ)
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.