NICHOLAS JAMES DONLON
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2009 - Bachelor of Agricultural Economics - - University of Sydney
2012 - Diploma of Financial Services (Financial Planning) - - Kaplan
2015 - SMSF Specialist Advisor - - Self Managed Super Fund Association
2018 - Certified Financial Planner - Professional Designations - FAAA
2020 - Juris Doctor - Bachelor Degree (AQF 7) - University of Technology Sydney
2025 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
SMSF Association
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.