NICHOLAS MERWALD

Financial Adviser ยท Alexandra Headland, QLD

Registered

Registration Number

001005210

Registration Status

Registered

Location

Alexandra Headland, QLD 4572

Providing Advice Since

2008

Registration Date

14/03/2016

Financial Services Licensee

MORGANS FINANCIAL LIMITED

Licence #000235410

๐Ÿ“š Qualifications & Training

1995 - Bachelor of Commerce and Administration - - Victoria University of Wellington
2011 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional Education
2014 - Advanced Diploma of Financial Planning - - Kaplan Professional Education
2020 - Ethics and Professionalism in Advice - Bridging Course - Ethics - Kaplan

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.