Financial Adviser
· CHATSWOOD, NSW
Nerida Lee Iverach
No disciplinary history on record with ASIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001241545
Nerida Lee Iverach is a financial adviser based in Chatswood, New South Wales, with 10 years of experience in the financial services industry. Nerida is currently authorised under Millennium 3 Financial Services Pty Ltd. Nerida holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Business (Property Economics) from University of Western Sydney.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2008
Bachelor of Business (Property Economics)
University of Western Sydney
2016
Advanced Diploma Financial Planning
Mentor Education
2016
Diploma of Financial Planning
Mentor Education
2017
Self Managed Superannuation Fund Adviser (Personal Advice)
Mentor Education
2021
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited