Financial Adviser
· BUNDABERG WEST, QLD
Naomi Kim Nicholls
No disciplinary history on record with ASIC
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003883
Naomi Kim Nicholls is a financial adviser based in Bundaberg West, Queensland, with 26 years of experience in the financial services industry. Naomi is currently authorised under Infocus Securities Australia Pty Ltd. Naomi 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 Master of Financial Planning from Kaplan Professional. Naomi 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2003
Diploma of Financial Services (Financial Planning)
Commonwealth Bank
2014
Graduate Diploma of Financial Planning
Kaplan Professional
2015
Master of Financial Planning
Kaplan Professional
2021
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
Not authorised to provide personal advice on Standard Margin Lending
Not authorised to provide personal advice on Securities; Standard Margin Lending.
Source: ASIC Financial Advisers Register