Financial Adviser · UNLEY, SA

Nicholas John Munro

9 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 001252924

Nicholas John Munro is a financial adviser based in Unley, South Australia, with 9 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 Bachelor of Commerce (Accounting & Finance) from Flinders University.

Authorised to Advise On

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

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

2015

Bachelor of Commerce (Accounting & Finance)

Flinders University

2016

Diploma of Financial Planning

Kaplan Higher Education Pty Limited

2017

ASX Listed Product Accreditation Course (LPAC)

LPAC Online

2018

Advanced Diploma of Financial Planning

Kaplan Higher Education Pty Limited

2022

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited

Mar 2017 - 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