SARAH NULTY

Financial Adviser ยท Benowa, QLD

Registered

Registration Number

000442864

Registration Status

Registered

Location

Benowa, QLD 4217

Providing Advice Since

2013

Registration Date

15/12/2018

Financial Services Licensee

AD ADVISORY SERVICES PTY LTD

Licence #000237058

๐Ÿ“š Qualifications & Training

2014 - SMSF Specialist Course - - Kaplan
2015 - Certificate IV Mortgage Broking - - AAMC
2016 - Margin Lending accreditation - Other - Pinnacle Financial Services Academy
2018 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
2019 - Graduate Certificate in Applied Finance - - Kaplan
2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional

๐Ÿข Professional Memberships

Association of Independently Owned Financial Professionals (AIOFP)

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.