NICHOLAS JAMES PERKINS
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2004 - SMSF - - Kaplan
2011 - Diploma of Financial Services (Finance/Mortgage Broking Management - Diploma (AQF 5) - The National Financial Institute
2019 - Advanced Diploma Financial Planning - Advanced Diploma (AQF 6) - AAMC Training Group
2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
🏢 Professional Memberships
Mortgage and Finance Association of Australia (MFAA)
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.