Financial Adviser · SYDNEY, NSW

Nicholas Gordon

12 Years experience
Tax advice
authorised
ASIC Registered · ADV 001006119

Nicholas Gordon is a financial adviser based in Sydney, New South Wales, with 12 years of experience in the financial services industry. Nicholas is currently authorised under Aware Financial Services Australia Limited. Nicholas 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 Certified Financial Planner from Financial Planning Association of Australia (FPA). Nicholas 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 Deposit Products Government Bonds

Restrictions: Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.

Authorised to provide tax financial advice services

Qualifications and Training

2011
Bachelor of Commerce-Marketing
Macquarie University
2013
Diploma of Financial Planning
Kaplan Professional Education
2016
Advanced Diploma of Financial Planning
Kaplan Professional
2018
Certified Financial Planner
Financial Planning Association of Australia (FPA)
2024
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2025
TASACL Commercial Law
Kaplan Professional

Registration History

Dec 2019 - Present Current
Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.
Sep 2019 - Nov 2019 Ceased
May 2014 - Jun 2019 Ceased

Source: ASIC Financial Advisers Register