NICHOLAS PAUL CONNELLY

Financial Adviser Ā· Adelaide, SA

Registered

Registration Number

000381347

Registration Status

Registered

Location

Adelaide, SA 5000

Providing Advice Since

2010

Registration Date

01/10/2010

Financial Services Licensee

PERKS PRIVATE WEALTH PTY LTD

Licence #000236551

šŸ“š Qualifications & Training

2008 - Diploma of Financial Services - Diploma (AQF 5) - FINSIA
2010 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan
2013 - Graduate Diploma of Applied Finance - Graduate Diploma (AQF 8) - Kaplan
2014 - Master of Applied Finance - - Kaplan

šŸ¢ Professional Memberships

Chartered Accountants Australia and New Zealand (CA ANZ)
Financial Advice Association of Australia (FAAA)

ā„¹ļø 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.