Data sourced from ASIC Financial Advisers Register
Financial Adviser · NORWOOD, SA

Nicholas Anthony Vella

11 Years experience
Tax advice
authorised
Currently at
Akumin Financial Planning Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 001235499

Nicholas Anthony Vella is a financial adviser based in Norwood, South Australia, with 11 years of experience in the financial services industry. Nicholas is currently authorised under Akumin Financial Planning Pty Limited. 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 Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited.

Authorised to Advise On

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

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2011
Commercial Law 1
University of Adelaide
2015
Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2016
Certificate IV in Finance and Mortgage Broking
Kaplan Higher Education Pty Limited
2020
Self Managed Superannuation Funds
Kaplan Higher Education Pty Limited
2021
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited
Sep 2015 - Present Current
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