Financial Adviser
· NORTH LAKES, QLD
Nicole Helen Gardner
No disciplinary history on record with ASIC
NORTH LAKES,
QLD
4
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001294701
About Nicole Helen Gardner
Nicole Helen Gardner is a financial adviser based in North Lakes, Queensland, with 4 years of experience in the financial services industry since 2022. Nicole is currently authorised under Jta Advisers. 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 Certified Financial Planner from FAAA. 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
Authorised to provide tax financial advice services
Qualifications and Training
2020
BP314 Bachelor of Business (Financial Planning)
Royal Melbourne Institute of Technology
2023
Certified Financial Planner
FAAA
2023
Master of Financial Planning
Kaplan Professional
Registration History
Appointed as a Provisional Adviser (subject to Capstone's policy and under the supervision of a senior Capstone Adviser). This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).
Source: ASIC Financial Advisers Register