Financial Adviser · ADELAIDE, SA

Nicholas James Girdler

20 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000285353

Nicholas James Girdler is a financial adviser based in Adelaide, South Australia, with 20 years of experience in the financial services industry. Nicholas is currently authorised under Count Financial 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 Master of Financial Planning from Kaplan Higher Education.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Restrictions: No authorised to provide personal advice in Aged Care and Listed Securities (Portfolios > $300k).

Authorised to provide tax financial advice services

Qualifications and Training

1995

Bachelor of Economics

The Flinders University of South Australia

2005

Applied Self-Managed Super Fund Advice

Australian Executor Trustees

2010

Certificate IV in Financial Services (Finance/Mortgage Broking)

Kaplan Higher Education

2011

Margin Lending and Geared Investments

Kaplan Higher Education

2018

Master of Financial Planning

Kaplan Higher Education

Registration History

Count Financial Limited

Mar 2021 - Present Current

No authorised to provide personal advice in Aged Care and Listed Securities (Portfolios > $300k).

MERITUM FINANCIAL GROUP PTY LTD

Nov 2016 - Mar 2021 Ceased

Charter Financial Planning Limited

Jun 2013 - Nov 2016 Ceased

One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.

Infocus Securities Australia Pty Ltd

Aug 2008 - Jun 2013 Ceased

Professional Investment Services Pty Ltd

Feb 2005 - Aug 2008 Ceased

Source: ASIC Financial Advisers Register