NICHOLLE LOUISE SHEPHERD
Financial Adviser · Kincumber, NSW
📚 Qualifications & Training
2009 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional
2010 - Margin Lending and Geared Investments - Other - Kaplan Professional
2011 - Self Managd Superannuation Funds - Other - Kaplan Professional
2020 - Accredited Listed Product Adviser Program - Other - Kaplan Professional
2024 - Master of Applied Finance (Financial Planning) - Masters Degree (AQF 9) - Charles Sturt University
🏢 Professional Memberships
SMSF Association
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.