Financial Adviser · SYDNEY, NSW

Richard Nicholls

22 Years experience
Tax advice
authorised
ASIC Registered · ADV 000316199

Richard Nicholls is a financial adviser based in Sydney, New South Wales, with 22 years of experience in the financial services industry. Richard is currently authorised under Blue Lantern Financial Services Pty Ltd. Richard 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 Masters of Commerce (Financial Planning) from University of Western Sydney. Richard is a member of SMSF Association.

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

2003
Diploma of Financial Services
Kings International College
2008
SMSF Specialist Advisor (SSA) Accreditation
SMSF Association
2012
Masters of Commerce (Financial Planning)
University of Western Sydney

Registration History

Mar 2013 - Present Current
PFMTP PTY LTD
Aug 2007 - Apr 2013 Ceased

Source: ASIC Financial Advisers Register