Financial Adviser
· MILTON, QLD
Nicholas Charles Ferry
No disciplinary history on record with ASIC
MILTON,
QLD
5
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001285732
Practice
Milton, QLD (practice address on ASIC register)
Licensed through Alliance Wealth
About Nicholas Charles Ferry
Nicholas Charles Ferry is a financial adviser based in Milton, Queensland, with 5 years of experience in the financial services industry since 2021. Nicholas works at Direct Wealth, which is licensed through Alliance Wealth. 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 Bachelor of Commerce (Financial Planning) from Griffith University. 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
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2020
Bachelor of Commerce (Financial Planning)
Griffith University
2021
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
2022
Accredited Listed Product Adviser (ASX ALPA) Program
Kaplan Higher Education Pty Limited
2022
FPE016 Self Managed Super Funds
Kaplan Higher Education Pty Limited
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register