Financial Adviser
· YARRAVILLE, VIC
Nicola Louise Beswick
No disciplinary history on record with ASIC
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000459008
Nicola Louise Beswick is a financial adviser based in Yarraville, Victoria, with 12 years of experience in the financial services industry. Nicola is currently authorised under Personal Financial Services 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 Certified Financial Planner from Financial Planning Association Australia. 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2002
Bachelor of Science
The University of Otago
2004
Master of Science
The University of Otago
2013
Advanced Diploma of Financial Planning
Pinnacle Financial Services Academy
2013
Margin Lending
Pinnacle
2016
SuperConcepts & ICFS Specialist SMSF Course
The University of Adelaide & Super Concepts
2018
Certified Financial Planner
Financial Planning Association Australia
2019
Accredited Aged Care Professional
Aged Care Steps
2025
Master of Financial Planning
Deakin University
2025
Securities
Internal Licensee Training
Registration History
Source: ASIC Financial Advisers Register