Financial Adviser · KANGAROO POINT, QLD

Nicholas John Webb

KANGAROO POINT, QLD

15 Years experience

Tax advice
authorised

ASIC Registered · ADV 000407464

Currently at

Milenia

Sydney, NSW (firm address)

View firm profile

Nicholas John Webb is a financial adviser based in Kangaroo Point, Queensland, with 15 years of experience in the financial services industry since 2011. Nicholas is currently authorised under Synchron Advice. Nicholas holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Nicholas's qualifications include a Certified Financial Planner from FPA. Nicholas 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

Restrictions: Superannuation - All authorisation does not include Self Managed Superannuation Funds Advice

Authorised to provide tax financial advice services

Qualifications and Training

2008

Bachelor of Business (Marketing)

Queensland University of Technology

2011

Diploma of Financial Services (Financial Planning)

Kaplan Professional

2011

Master of Business (Finance)

Queensland University of Technology

2013

Certified Financial Planner

FPA

2014

Master of Business Administration

Queensland University of Technology

Registration History

Synchron Advice Pty Ltd

Jul 2024 - Present Current

Superannuation - All authorisation does not include Self Managed Superannuation Funds Advice

Rsm Financial Services Australia Pty Ltd

Jul 2022 - Jun 2024 Ceased

Stonehouse Financial Partners Pty Ltd

Mar 2020 - Jun 2022 Ceased

Core Value Asset Management Pty Ltd

Jun 2012 - Mar 2020 Ceased

Source: ASIC Financial Advisers Register