Nicole Maree Raffin
Financial Adviser in Chatswood, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001005862
- Location
- Chatswood NSW 2067
- Licensee
- Berry Actuarial Planning Pty Ltd (AFSL 237993)
- Authorised since
- 9 May 2011
- First provided advice
- 2011
- Qualifications
- Bachelor of Economics, Macquarie University (1995); Fellow of the Financial Services Institute of Australia, FINSIA (1999); Fellow of the Institute of Actuaries of Australia, Institute of Actuaries (1999); Graduate Diploma in Applied Finance and Investment, FINSIA (1999); Financial Advising Essentials, Kaplan Professional (2001); Applied Tax Law, The Tax Institute (2019); Fellow of The Tax Institute, Tax Institute (2019); Ethics and Professionalism in Financial Advice, Kaplan Professional (2022)
- Memberships
- Financial Services Institute of Australasia; Institute of Actuaries of Australia
- 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 Nicole Maree Raffin
Nicole Maree Raffin is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Chatswood, New South Wales (adviser number 001005862).
Nicole provides advice as an authorised representative of Berry Actuarial Planning Pty Ltd, which holds Australian financial services licence 237993. That authorisation dates from 9 May 2011.
According to the register, Nicole first provided financial advice in 2011. The qualifications listed for Nicole include Bachelor of Economics (Macquarie University, 1995), Fellow of the Financial Services Institute of Australia (FINSIA, 1999) and Fellow of the Institute of Actuaries of Australia (Institute of Actuaries, 1999). Nicole is recorded as a member of Financial Services Institute of Australasia and Institute of Actuaries of Australia.
The authorisation covers advice 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 Nicole Maree Raffin a registered financial adviser?
Yes. Nicole Maree Raffin is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001005862.
Which licensee does Nicole Maree Raffin work under?
Berry Actuarial Planning Pty Ltd, Australian financial services licence 237993.
What can Nicole Maree Raffin 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.