Financial Adviser
· NOWRA, NSW
Nerida Hicks
No disciplinary history on record with ASIC
24
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000263949
Nerida Hicks is a financial adviser based in Nowra, New South Wales, with 24 years of experience in the financial services industry. Nerida is currently authorised under Oreana 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 Advanced Diploma Financial Planning from Kaplan Professional. Nerida is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Foreign Exchange
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2008
Self Managed Superannuation Funds
Kaplan Professional
2011
Advanced Diploma Financial Planning
Kaplan Professional
2017
AFA 1 Business Strategy for Financial Advisers
CampusAFA
2017
AFA 2 Client Experience Strategy
CampusAFA
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register