NICK GOEL

Financial Adviser · Geelong, VIC

Registered

Registration Number

001246136

Registration Status

Registered

Location

Geelong, VIC 3220

Providing Advice Since

2016

Registration Date

15/07/2020

Financial Services Licensee

AWARE FINANCIAL SERVICES AUSTRALIA LIMITED

Licence #000238430

📚 Qualifications & Training

2006 - Master in Business and Financial Management - Masters Degree (AQF 9) - New Delhi Institute of Management (India)
2008 - HBC616 Income Tax Law - Bachelor Degree (AQF 7) - Swinburne University of Technology
2010 - Graduate Diploma of Accounting - Graduate Diploma (AQF 8) - Swinburne University of Technology
2010 - Master of Accounting - Masters Degree (AQF 9) - Victoria University
2012 - Diploma of Financial Planning - Diploma (AQF 5) - Mentor Education
2019 - FPC001B Economic and Legal context for Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
2024 - Accredited Aged Care Professional - Other - Aged Care Steps

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.