Financial Adviser
· TOOWOOMBA, QLD
Nicholas Matthew James Rundle
No disciplinary history on record with ASIC
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000290136
Nicholas Matthew James Rundle is a financial adviser based in Toowoomba, Queensland, with 18 years of experience in the financial services industry. Nicholas is currently authorised under Zinc Holdings Pty Ltd. Nicholas 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 Bachelor of Commerce from The University of Adelaide. 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
Authorised to provide tax financial advice services
Qualifications and Training
1998
Bachelor of Commerce
The University of Adelaide
2007
Graduate Diploma of Financial Planning
FINSIA
2008
ASX Accredited Derivatives Adviser Level Two
Kaplan
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan
Registration History
ACCESSION3 FINANCIAL ADVISERS PTY LTD
YOUR SUPER LIFE PTY LTD
ACCESSION3 FINANCIAL ADVISERS PTY LTD
Source: ASIC Financial Advisers Register