Financial Adviser · FORTITUDE VALLEY, QLD

Nicole Leanne Brown

9 Years experience

Tax advice
authorised

Currently at

Cutcher & Neale Financial Services Pty Ltd

Newcastle West, NSW

View firm profile

ASIC Registered · ADV 001256915

Nicole Leanne Brown is a financial adviser based in Fortitude Valley, Queensland, with 9 years of experience in the financial services industry. Nicole is currently authorised under Cutcher & Neale Financial Services Pty Ltd. Nicole holds authorisations to advise on superannuation, life insurance, managed investments and securities, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Commerce from University of Newcastle. Nicole is a member of CPA Australia (CPA) and Chartered Accountants Australia and New Zealand (CA ANZ).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Managed Investments Securities Deposit Products Government Bonds Margin Lending

Restrictions: Authorised to deal in Superannuation (including SMSFs). All other product areas, authorised to advise only.

Authorised to provide tax financial advice services

Qualifications and Training

2004

Bachelor of Commerce

University of Newcastle

2007

Certified Practicing Accountants Program

Certified Public Accountants of Australia Pty Ltd

2015

Accountants SMSF Package SUB--514994

Kaplan Higher Education

2015

Certificate IV in Finance & Mortgage Broking

Kaplan Higher Education

2015

Diploma of Financial Planning

Kaplan Higher Education

2015

Insurance and Risk Protection SUB--515024

Kaplan Higher Education

2015

Securities and Managed Investments SUB--515022

Kaplan Higher Education

2015

Tier 1 Financial Planning

Other - Kaplan Higher Education

2020

Chartered Accountant Program

Chartered Accountants Australia and New Zealand

2021

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education

Registration History

Cutcher & Neale Financial Services Pty Ltd

Jul 2017 - Present Current

Authorised to deal in Superannuation (including SMSFs). All other product areas, authorised to advise only.

Source: ASIC Financial Advisers Register