Financial Adviser
· DUBBO, NSW
Nicholas Scott Mckenna
No disciplinary history on record with ASIC
9
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001254009
Nicholas Scott Mckenna is a financial adviser based in Dubbo, New South Wales, with 9 years of experience in the financial services industry. Nicholas is currently authorised under Capstone Financial Planning Pty 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 Accounting and Finance from Charles Sturt University.
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
2016
Bachelor of Accounting and Finance
Charles Sturt University
2017
Financial Planning FIN560
Charles Sturt University
2024
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2025
Client Engagement Skills
Behavioural Finance - Kaplan Professional
2025
Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Professional
Registration History
MAGNITUDE GROUP PTY LTD
Excluding Self Managed Superannuation Funds
Authorised in MDA services, which is 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