Financial Adviser
· BUNDALL, QLD
Nicola Bernessa Baxter
No disciplinary history on record with ASIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001236820
Nicola Bernessa Baxter is a financial adviser based in Bundall, Queensland, with 10 years of experience in the financial services industry. Nicola is currently authorised under Australian Advice Network Pty Ltd. Nicola 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 Griffith University. Nicola is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
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
2013
Bachelor of Commerce (Financial Planning)
Griffith University
2019
Master of Financial Planning
Griffith University
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2024
FPE020 SMSF Regulations and Taxation
Kaplan Higher Education Pty Limited