Financial Adviser
· ATHERTON, QLD
Nadia May Coffey
No disciplinary history on record with ASIC
ATHERTON,
QLD
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001269211
About Nadia May Coffey
Nadia May Coffey is a financial adviser based in Atherton, Queensland, with 8 years of experience in the financial services industry since 2018. Nadia is currently authorised under Northern Plateau Wealth Management, operating through Northern Plateau. Nadia holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Nadia's qualifications include a Master of Financial Planning from Kaplan Professional.
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
2017
Cert IV Finance & Mortgage Broking
The National Finance Institute
2017
Diploma of Finance and Mortgage Broking Management
The National Finance Institute
2018
Diploma Financial Planning
Monarch Institute
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2021
Accredited Listed Product Adviser Program
Kaplan Professional
2021
Graduate Diploma of Financial Planning
Kaplan Professional
2021
Self Managed Superannuation Funds
Kaplan Professional
2022
Master of Financial Planning
Kaplan Professional
Registration History
Not authorised to give SMSF advice
Not authorised for SMSF
Source: ASIC Financial Advisers Register