Financial Adviser
· WAGGA WAGGA, NSW
Tracey Doreen Nuttall
No disciplinary history on record with ASIC
WAGGA WAGGA,
NSW
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000376229
About Tracey Doreen Nuttall
Tracey Doreen Nuttall is a financial adviser based in Wagga Wagga, New South Wales, with 16 years of experience in the financial services industry since 2010. Tracey is currently authorised under Asvw Financial Services. Tracey holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Tracey's qualifications include a Certified Financial Planner from Financial Advice Association of Australia. Tracey 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
2011
Margin Lending
MLC
2018
Accredited Listed Product Adviser Program
Kaplan Professional
2018
Master of Financial Planning
Kaplan Professional
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2022
Certified Financial Planner
Financial Advice Association of Australia