Data sourced from ASIC Financial Advisers Register
Financial Adviser · COFFS HARBOUR, NSW

Nicholas Grady

12 Years experience
Tax advice
authorised
Currently at
Akumin Financial Planning Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000471299

Nicholas Grady is a financial adviser based in Coffs Harbour, New South Wales, with 12 years of experience in the financial services industry. Nicholas is currently authorised under Akumin Financial Planning Pty Limited. 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 Certified Financial Planner from Financial Planning Association of Australia (FPA).

Authorised to Advise On

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

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

2012
Bachelor of Business (Accounting)
Charles Sturt University
2013
Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2014
Certificate IV in Finance and Mortgage Broking
Kaplan Higher Education Pty Limited
2016
Margin Lending
Kaplan Higher Education Pty Limited
2017
Certified Financial Planner
Financial Planning Association of Australia (FPA)
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
2020
Self Managed Superannuation Funds
Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited
Apr 2020 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
National Australia Bank Limited
Apr 2016 - Apr 2020 Ceased
Akumin Financial Planning Pty Limited
Jan 2015 - Mar 2016 Ceased
MDA services are restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register