Financial Adviser
· BEULAH PARK, SA
Nicole Heales
No disciplinary history on record with ASIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000312479
Nicole Heales is a financial adviser based in Beulah Park, South Australia, with 19 years of experience in the financial services industry. Nicole is currently authorised under Capstone Financial Planning Pty Ltd. Nicole 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 Commerce (Financial Planning) with Distinction from University of Western Sydney. Nicole is a member of Financial Advice Association of Australia (FAAA) and Financial Brokers Association of Australia.
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
2004
Diploma of Financial Advising
Securities Institute
2009
Master of Commerce (Financial Planning) with Distinction
University of Western Sydney
2013
Self Managed Superannuation FUnds
Kaplan Professional
2018
Accredited Listed Product Adviser Program
Kaplan Professional
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional