NICHOLAS WINSTANLEY BIRD — Financial Adviser #001266349

Registration Number

001266349

Registration Status

Registered

Location

Melbourne, VIC 3000

Providing Advice Since

2018

Registration Date

02/07/2018

Financial Services Licensee

E.L. & C. BAILLIEU PTY LIMITED

Licence #000245421

📚 Qualifications & Training

2015 - Bachelor of Business (Economics & Finance) - Bachelor Degree (AQF 7) - RMIT

2016 - Securities & Managed Investments Accreditation - - SAFAA / DEAKIN

2017 - Accredited Derivatives Adviser - ADA1 - - Deakin

2017 - Superannuation Accreditation - - SAFAA / Deakin

2025 - Chartered Financial Analyst (CFA) program - Graduate Certificate (AQF 8) - CFA Institute

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.