Financial Adviser · ALBURY, NSW

Nicholas Michael Dowling

8 Years experience

Tax advice
authorised

ASIC Registered · ADV 001272374

Currently at

Sydney, NSW

View firm profile

Nicholas Michael Dowling is a financial adviser based in Albury, New South Wales, with 8 years of experience in the financial services industry since 2018. Nicholas is currently authorised under Akumin Financial Planning. Nicholas holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Nicholas's qualifications include a Bachelor of Business from La Trobe University.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

1999

Bachelor of Business

La Trobe University

2008

Graduate Diploma of Financial Planning

FINSIA

2020

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

2021

FPC001B Economic & Legal Context for Financial Planning

Regulation & Legal Obligations - Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited

Apr 2026 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Matrix Planning Solutions Limited

Jul 2021 - Apr 2023 Ceased

Excludes SMSF

A.C.N. 133 593 012 PTY LTD

Dec 2018 - Feb 2019 Ceased

Excludes SMSF

Source: ASIC Financial Advisers Register