Financial Adviser · DONCASTER, VIC

Nicholas Jon Carmichael

14 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000339009

Nicholas Jon Carmichael is a financial adviser based in Doncaster, Victoria, with 14 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 Advanced Diploma of Financial Planning from Pinnacle Financial Services Academy Pty Ltd.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives 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

2006

Certificate IV Financial Services (Finance/Mortgage Broking)

Plan Connect

2011

Diploma of Financial Services (Financial Planning)

Pinnacle Financial Services Academy Pty Ltd

2012

Margin Lending and Geared Investments

Kaplan Higher Education Pty Limited

2013

Diploma of Finance and Mortgage Broking Management

Intellitrain Pty Ltd

2015

Advanced Diploma of Financial Planning

Pinnacle Financial Services Academy Pty Ltd

2015

Self Managed Superannuation Funds

Pinnacle Financial Services Academy Pty Ltd

Registration History

Akumin Financial Planning Pty Limited

Nov 2011 - Present Current

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

Wealth Today Pty Ltd

Jan 2011 - Oct 2011 Ceased

Source: ASIC Financial Advisers Register