Financial Adviser
· BELROSE, NSW
Nicholas James Owen Lloyd
No disciplinary history on record with ASIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000315027
Nicholas James Owen Lloyd is a financial adviser based in Belrose, New South Wales, with 19 years of experience in the financial services industry. Nicholas is currently authorised under Fortnum Private Wealth Ltd. Nicholas holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Commerce & Chemical Engineering (Honours) from University of Sydney.
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
2001
Bachelor of Commerce & Chemical Engineering (Honours)
University of Sydney
2006
Diploma of Financial Services (FNB50099)
Australian Financial Markets Association
2007
Self Managed Superannuation Fund Adviser Education Program
Financial Essentials
2008
Graduate Diploma of Financial Planning
FINSIA
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan