NILAM AMIR KOTHIYA

Financial Adviser · Bella Vista, NSW

Registered

Registration Number

001256484

Registration Status

Registered

Location

Bella Vista, NSW 2153

Providing Advice Since

2017

Registration Date

11/02/2021

Financial Services Licensee

AFFINIA FINANCIAL ADVISERS PTY LTD

Licence #000237857

📚 Qualifications & Training

2009 - Master of Business in Accounting and Finance - Masters Degree (AQF 9) - University of Technology Sydney
2017 - Diploma of Financial Planning - Diploma (AQF 5) - Monarch
2018 - SMSF Statement of Attainment - Other - Monarch Institute
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2021 - Certified Financial Planner - Professional Designations - FAAA

🏢 Professional Memberships

Financial Advice Association of Australia (FAAA)

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.