Financial Adviser
· WOOLLOONGABBA, QLD
Nicola Gaye Welch
No disciplinary history on record with ASIC
14
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001001644
Nicola Gaye Welch is a financial adviser based in Woolloongabba, Queensland, with 14 years of experience in the financial services industry. Nicola is currently authorised under Future Gen Wealth 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 CFP Certification Program from Financial Advice Association Australia. Nicola 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
2009
Bachelor of Economics
University of Queensland
2012
Diploma of Financial Services
Kaplan Professional Education
2013
Advanced Diploma of Financial Planning
Kaplan Professional Education
2017
CFP Certification Program
Financial Advice Association Australia
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional Education
Registration History
Source: ASIC Financial Advisers Register