Financial Adviser · MACKAY, QLD

Nicole Clare Geisler

MACKAY, QLD

8 Years experience

Tax advice
authorised

ASIC Registered · ADV 001267353

Currently at

Newbieginnings

Mackay, QLD (firm address)

View firm profile

About Nicole Clare Geisler

Nicole Clare Geisler is a financial adviser based in Mackay, Queensland, with 8 years of experience in the financial services industry since 2018. Nicole is currently authorised under Gardian Financial Services. Nicole holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Nicole's qualifications include a Master of Financial Planning from Kaplan Professional. Nicole 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

Restrictions: Self Managed Superannuation Funds Securities

Authorised to provide tax financial advice services

Qualifications and Training

2016

Diploma of Financial Planning

Kaplan

2018

Advanced Diploma of Financial Planning

Kaplan

2019

Graduate Certificate in Financial Planning

Kaplan

2020

Graduate Diploma of Financial Planning

Kaplan

2024

Master of Financial Planning

Kaplan Professional

Registration History

Gardian Financial Services Pty Ltd

Mar 2022 - Present Current

Self Managed Superannuation Funds Securities

FINCHOICE PTY LTD

Sep 2018 - Mar 2022 Ceased

Self Managed Superannuation Funds Securities

Source: ASIC Financial Advisers Register