Financial Adviser · ADELAIDE, SA

Nicky Dwyer

15 Years experience
Tax advice
authorised
ASIC Registered · ADV 000299439

Nicky Dwyer is a financial adviser based in Adelaide, South Australia, with 15 years of experience in the financial services industry since 2011. Nicky is currently authorised under Bwp Advisory, operating through Bentleys Wealth Partners. Nicky holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Nicky's qualifications include a CFP Certification Programme from FPA. Nicky 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

1996
Accounting
TAFE SA
2011
Financial Planning
Kaplan
2015
Financial Planning
Kaplan
2019
CFP Certification Programme
FPA
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional

Registration History

Jul 2021 - Present Current
Feb 2020 - Jul 2021 Ceased
Jul 2016 - Jan 2020 Ceased
Jan 2012 - Jul 2016 Ceased
Restrictions: General advice only in general insurance products.
Jan 2011 - Jan 2012 Ceased

Source: ASIC Financial Advisers Register