Nicola Beswick

Financial Adviser

ASIC adviser number:
000459008
Qualifications and training:

2002, Bachelor of Science, Bachelor Degree (AQF 7), The University of Otago
2004, Master of Science, Masters Degree (AQF 9), The University of Otago
2013, Advanced Diploma of Financial Planning, Advanced Diploma (AQF 6), Pinnacle Financial Services Academy
2013, Margin Lending, Other, Pinnacle
2016, SuperConcepts & ICFS Specialist SMSF Course, Other, The University of Adelaide & Super Concepts
2018, Certified Financial Planner, Professional Designations, Financial Planning Association Australia
2019, Accredited Aged Care Professional, Other, Aged Care Steps
2025, Master of Financial Planning, Masters Degree (AQF 9), Deakin University
2025, Securities, Other, Internal Licensee Training

When adviser first provided advice:
2014
Membership of professional associations:

Financial Advice Association of Australia (FAAA)
SMSF Association

Disciplinary action by ASIC:
None
Location:
27 Tarrengower St
Melbourne  VIC  3000
AFS licence holder name:
Personal Financial Services Ltd
AFS licence number:
000234459
Licence controlled by:
Entireti Limited ~ Fortnum Private Wealth Ltd [Date Ceased: 11/12/2024] ~ Australian Unity Limited [Date Ceased: 01/12/2023]
It's prudent to check an adviser's latest status on ASIC's Financial Advisers Register ».