Financial Adviser
· ALEXANDRA HEADLAND, QLD
Nicholas Merwald
No disciplinary history on record with ASIC
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001005210
Nicholas Merwald is a financial adviser based in Alexandra Headland, Queensland, with 18 years of experience in the financial services industry. Nicholas is currently authorised under Morgans Financial Limited. Nicholas holds authorisations to advise on superannuation, managed investments, securities and deposit products, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Commerce and Administration from Victoria University of Wellington.
Authorised to Advise On
Tax Financial Advice
Superannuation
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1995
Bachelor of Commerce and Administration
Victoria University of Wellington
2011
Diploma of Financial Services (Financial Planning)
Kaplan Professional Education
2014
Advanced Diploma of Financial Planning
Kaplan Professional Education
2020
Ethics and Professionalism in Advice
Ethics - Kaplan
Registration History
Source: ASIC Financial Advisers Register