NIKOLAS EGILS VELDE
Financial Adviser · Brisbane, QLD
📚 Qualifications & Training
1996 - Bachelor of Economics - - University of Queensland
1997 - Bachelor of Commerce - - University of Queensland
2000 - Certified Practicing Accountant CPA - - CPA Australia
2002 - Investment Management Certificate - - Chartered Institute for Securities & Investment
2005 - Securities & Investment Institute Diploma - - Chartered Institute for Securities & Investment
🏢 Professional Memberships
CPA Australia (CPA)
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.