PAMELA NICHOLS

Financial Adviser ยท Carine, WA

Registered

Registration Number

001006866

Registration Status

Registered

Location

Carine, WA 6020

Providing Advice Since

2015

Registration Date

01/03/2022

Financial Services Licensee

CAPSTONE FINANCIAL PLANNING PTY LTD

Licence #000223135

๐Ÿ“š Qualifications & Training

2014 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional
2017 - Margin Lending - Other - Kaplan Professional
2018 - SMSF Specialist Accreditation - Other - SMSF Association
2025 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Deakin

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.