Financial Adviser
· GREENWICH, NSW
Nicholas Stephen Talley
No disciplinary history on record with ASIC
13
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000448667
Nicholas Stephen Talley is a financial adviser based in Greenwich, New South Wales, with 13 years of experience in the financial services industry. Nicholas is currently authorised under Libertas Wealth Consulting 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 Agricultural Economics (Honours) from University of Sydney. Nicholas is a member of Financial Advice Association of Australia (FAAA).
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
2011
Bachelor of Agricultural Economics (Honours)
University of Sydney
2013
Diploma of Financial Services
Integrity Education Pty Ltd
2014
SMSF Core Technical Accreditation
FirstTech
2018
Advanced Diploma of Financial Planning
International Institute of Technology
2024
Client Engagement Skills
Behavioural Finance - Kaplan
2024
Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan
2024
Ethics and Proffessionalism in Financial Advice
Ethics - Kaplan
Registration History
Source: ASIC Financial Advisers Register