Financial Adviser · UPPER MT GRAVATT, QLD

Nicholas John Mason

Tax advice
authorised
ASIC Registered · ADV 001312831

Nicholas John Mason is a financial adviser based in Upper Mt Gravatt, Queensland. Nicholas is currently authorised under Lifespan Financial Planning 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 Business (Accountancy) from Queensland University of Technology.

Authorised to Advise On

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

Restrictions: The Provisional Adviser is restricted from providing personal advice on Self Managed Superannuation Funds (SMSF)

Authorised to provide tax financial advice services

Qualifications and Training

2013
Bachelor of Business (Accountancy)
Queensland University of Technology
2023
Graduate Diploma in Business (Financial Planning)
Queensland University of Technology

Registration History

Dec 2024 - Present Current
The Provisional Adviser is restricted from providing personal advice on Self Managed Superannuation Funds (SMSF)

Source: ASIC Financial Advisers Register