Nadia May Coffey
Financial Adviser in Atherton, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001269211
- Location
- Atherton QLD 4883
- Licensee
- Northern Plateau Wealth Management Pty Ltd (AFSL 528562)
- Authorised since
- 21 May 2025
- First provided advice
- 2018
- Qualifications
- Cert IV Finance & Mortgage Broking, The National Finance Institute (2017); Diploma of Finance and Mortgage Broking Management, The National Finance Institute (2017); Diploma Financial Planning, Monarch Institute (2018); Ethics and Professionalism in Financial Advice, Kaplan Professional (2019); Accredited Listed Product Adviser Program, Kaplan Professional (2021); Graduate Diploma of Financial Planning, Kaplan Professional (2021); Self Managed Superannuation Funds, Kaplan Professional (2021); Master of Financial Planning, Kaplan Professional (2022)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Nadia May Coffey
On the Financial Advisers Register kept by ASIC, Nadia May Coffey appears as a current financial adviser in Atherton, Queensland, adviser number 001269211.
Advice is given under the Australian financial services licence of Northern Plateau Wealth Management Pty Ltd, licence number 528562. The current authorisation started on 21 May 2025.
According to the register, Nadia first provided financial advice in 2018. The qualifications listed for Nadia include Cert IV Finance & Mortgage Broking (The National Finance Institute, 2017), Diploma of Finance and Mortgage Broking Management (The National Finance Institute, 2017) and Diploma Financial Planning (Monarch Institute, 2018).
Nadia is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Nadia May Coffey a registered financial adviser?
Yes. Nadia May Coffey is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001269211.
Which licensee does Nadia May Coffey work under?
Northern Plateau Wealth Management Pty Ltd, Australian financial services licence 528562.
What can Nadia May Coffey give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.