NICHOLAS JONES
Financial Adviser Β· Brisbane, QLD
π Qualifications & Training
2010 - Bachelor of Business (Finance) - Bachelor Degree (AQF 7) - Queensland University of Technology
2011 - Diploma of Financial Services - - KAPLAN
2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional
2014 - Certified Financial Planner - - Financial Planning Association of Australia
2014 - Certified Financial Planner - Professional Designations - Financial Advice Association of Australia
2020 - Ethics and Professionalism in Finance - Bridging Course - Ethics - Kaplan Professional
βΉοΈ 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.