Financial Adviser
· ADELAIDE, SA
Nicholas Paul Connelly
No disciplinary history on record with ASIC
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000381347
Nicholas Paul Connelly is a financial adviser based in Adelaide, South Australia, with 16 years of experience in the financial services industry. Nicholas is currently authorised under Perks Private Wealth 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 Master of Applied Finance from Kaplan. Nicholas is a member of Chartered Accountants Australia and New Zealand (CA ANZ) and Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2008
Diploma of Financial Services
FINSIA
2010
Advanced Diploma of Financial Services (Financial Planning)
Kaplan
2013
Graduate Diploma of Applied Finance
Kaplan
2014
Master of Applied Finance
Kaplan