Financial Adviser
· BENDIGO, VIC
Nicola Claire Chaffe
No disciplinary history on record with ASIC
BENDIGO,
VIC
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000452641
Nicola Claire Chaffe is a financial adviser based in Bendigo, Victoria, with 12 years of experience in the financial services industry since 2014. Nicola is currently authorised under Count Financial Limited, operating through Count Financial. Nicola holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Nicola's qualifications include a Bachelor of Commerce from Monash University. Nicola is a member of CPA Australia (CPA) and 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
2005
Bachelor of Commerce
Monash University
2010
Certified Practising Accountant (CPA)
CPA Australia
2014
928 Margin Lending
Other - Kaplan Professional
2014
Accountants SMSF Package
Kaplan Professional
2014
Diploma of Financial Planning
Kaplan Professional
2014
Graduate Diploma of Financial Planning
Kaplan Higher Education
2015
Accredited Listed Product Adviser Program
Kaplan Professional
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
Registration History
GPL (VIC) PTY LTD
GENESYS WEALTH ADVISERS PTY LIMITED
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register