NICOLE HEALES

Financial Adviser ยท Beulah Park, SA

Registered

Registration Number

000312479

Registration Status

Registered

Location

Beulah Park, SA 5067

Providing Advice Since

2007

Registration Date

20/07/2013

Financial Services Licensee

CAPSTONE FINANCIAL PLANNING PTY LTD

Licence #000223135

ABN (Australian Business Number)

64871906280

๐Ÿ“š Qualifications & Training

2004 - Diploma of Financial Advising - Advanced Diploma (AQF 6) - Securities Institute
2009 - Master of Commerce (Financial Planning) with Distinction - Masters Degree (AQF 9) - University of Western Sydney
2013 - Self Managed Superannuation FUnds - Other - Kaplan Professional
2018 - Accredited Listed Product Adviser Program - Other - Kaplan Professional
2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional

๐Ÿข Professional Memberships

Financial Advice Association of Australia (FAAA)
Financial Brokers Association of Australia

โ„น๏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.