NICOLE JANE NEALE

Financial Adviser ยท Coolum Beach, QLD

Registered

Registration Number

001269862

Registration Status

Registered

Location

Coolum Beach, QLD 4573

Providing Advice Since

2018

Registration Date

28/11/2018

Financial Services Licensee

BELL POTTER SECURITIES LIMITED

Licence #000243480

๐Ÿ“š Qualifications & Training

1993 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Griffith University
1998 - Graduate Diploma in Applied Finance and Investment - Graduate Diploma (AQF 8) - Securities Institute
2024 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education
2025 - SMSF Specialist Advisor - Other - SMSF Association

๐Ÿข Professional Memberships

Financial Advice Association of Australia (FAAA)
SMSF Association

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.