NICOLA GAYE WELCH
Financial Adviser ยท Woolloongabba, QLD
๐ Qualifications & Training
2009 - Bachelor of Economics - Bachelor Degree (AQF 7) - University of Queensland
2012 - Diploma of Financial Services - - Kaplan Professional Education
2013 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional Education
2017 - CFP Certification Program - Professional Designations - Financial Advice Association Australia
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional Education
๐ข Professional Memberships
Financial Advice Association of Australia (FAAA)
โน๏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.