Financial Adviser
· BRISBANE, QLD
Stephen Patrick Nicholas
No disciplinary history on record with ASIC
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000281149
Stephen Patrick Nicholas is a financial adviser based in Brisbane, Queensland, with 20 years of experience in the financial services industry. Stephen is currently authorised under Fortnum Private Wealth Ltd. Stephen 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 Graduate Diploma in Applied Finance and Investment from Securities Institute of Australia. Stephen 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
2000
Graduate Diploma in Applied Finance and Investment
Securities Institute of Australia
2003
Graduate Diploma in Financial Planning
Securities Institute of Australia
2008
ASX Accredited Listed Product Adviser
Kaplan
2011
Self Managed Superannuation Funds
Kaplan
2020
FPC002B
Bridging Course - Ethics - Kaplan Higher Education Pty Ltd