Financial Adviser
· SYDNEY, NSW
Jason Nicholson
No disciplinary history on record with ASIC
27
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001005225
Jason Nicholson is a financial adviser based in Sydney, New South Wales, with 27 years of experience in the financial services industry. Jason is currently authorised under Macquarie Bank Limited. Jason 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 Advice Association Australia. Jason 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
2001
Certified Financial Planner
Financial Advice Association Australia
2001
Diploma of Financial Planning
Financial Advice Association Australia
2002
Graduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA).
Kaplan Higher Education Pty Limited
2004
Master of Applied Finance and Investment
Kaplan Higher Education Pty Limited
2011
Margin Lending and Geared Investments
Kaplan Higher Education Pty Limited
2014
Tier 2 Deposit Products and non-cash payment products Tier 2 (personal advice)
Financial Education Professionals Pty Ltd
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
Registration History
Source: ASIC Financial Advisers Register