Financial Adviser · FOREST HILL, VIC

Nicholas O'halloran

FOREST HILL, VIC

15 Years experience

Tax advice
authorised

ASIC Registered · ADV 000410204

Licensee

Hamilton Morello Wealth Solutions

Forest Hill, VIC (licence address on ASIC register)

View licensee

About Nicholas O'halloran

Nicholas O'halloran is a financial adviser based in Forest Hill, Victoria, with 15 years of experience in the financial services industry since 2011. Nicholas is currently authorised under Hamilton Morello Wealth Solutions. Nicholas holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Nicholas's qualifications include a Bachelor of Business from RMIT. Nicholas is a member of Financial Advice Association of Australia (FAAA) and Financial Planning Association (FPA) - Certified Financial Planner.

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

2003

Bachelor of Business

RMIT

2007

Diploma of Financial Services (Financial Planning)

Mentor Education / RG146

2010

Advanced Diploma of Financial Services (Financial Planning)

Kaplan Professional

Registration History

Hamilton Morello Wealth Solutions Pty Ltd

Aug 2018 - Present Current

Count Financial Limited

Aug 2011 - Aug 2018 Ceased

Source: ASIC Financial Advisers Register