Financial Adviser · GEELONG, VIC

Nick Goel

GEELONG, VIC

10 Years experience

Tax advice
authorised

ASIC Registered · ADV 001246136

Currently at

Aware Super Services

Sydney, NSW (firm address)

View firm profile

About Nick Goel

Nick Goel is a financial adviser based in Geelong, Victoria, with 10 years of experience in the financial services industry since 2016. Nick is currently authorised under Aware Financial Services Australia Limited, operating through Aware Super Services. Nick holds authorisations to advise on superannuation, as well as tax financial advice services (TFAS). Nick's qualifications include a Master in Business and Financial Management from New Delhi Institute of Management (India).

Authorised to Advise On

Tax Financial Advice Superannuation

Restrictions: Restricted to providing personal advice to Aware Super members in relation to their interest in Aware Super products only.

Authorised to provide tax financial advice services

Qualifications and Training

2006

Master in Business and Financial Management

New Delhi Institute of Management (India)

2008

HBC616 Income Tax Law

Swinburne University of Technology

2010

Graduate Diploma of Accounting

Swinburne University of Technology

2010

Master of Accounting

Victoria University

2012

Diploma of Financial Planning

Mentor Education

2019

FPC001B Economic and Legal context for Financial Planning

Kaplan Professional

2020

Graduate Diploma of Financial Planning

Kaplan Professional

2024

Accredited Aged Care Professional

Aged Care Steps

Registration History

Aware Financial Services Australia Limited

Nov 2022 - Present Current

Restricted to providing personal advice to Aware Super members in relation to their interest in Aware Super products only.

Aware Financial Services Australia Limited

Jul 2020 - Nov 2022 Ceased

Restricted to providing personal advice to Aware Super members in relation to their interest in Aware Super products only.

VICSUPER PTY LTD

Jul 2016 - Jun 2020 Ceased

Limited to providing financial product advice on VicSuper investment options, contributions to an existing VicSuper account; insurance options within VicSuper; whether you are on track to meet your retirement goals; whether you should become a VicSuper member; whether a member should consolidate or roll over their superannuation holdings into VicSuper (excluding personal advice on self-managed superannuation funds); and general superannuation matters.

Source: ASIC Financial Advisers Register