Financial Adviser
· CHATSWOOD, NSW
Nicole Maree Raffin
No disciplinary history on record with ASIC
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001005862
Nicole Maree Raffin is a financial adviser based in Chatswood, New South Wales, with 15 years of experience in the financial services industry. Nicole is currently authorised under Berry Actuarial Planning Pty Ltd. Nicole 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 Economics from Macquarie University. Nicole is a member of Financial Services Institute of Australasia and Institute of Actuaries of Australia.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1995
Bachelor of Economics
Macquarie University
1999
Fellow of the Financial Services Institute of Australia
FINSIA
1999
Fellow of the Institute of Actuaries of Australia
Institute of Actuaries
1999
Graduate Diploma in Applied Finance and Investment
FINSIA
2001
Financial Advising Essentials
Kaplan Professional
2019
Applied Tax Law
The Tax Institute
2019
Fellow of The Tax Institute
Tax Institute
2022
Ethics and Professionalism in Financial Advice
Kaplan Professional