Financial Adviser
· FRANKSTON, VIC
Nicola Louise Henley
No disciplinary history on record with ASIC
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000229494
Nicola Louise Henley is a financial adviser based in Frankston, Victoria, with 23 years of experience in the financial services industry. Nicola is currently authorised under The Intelligent Financial Group Pty Ltd. Nicola 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 Business Financial Planning from RMIT. Nicola is a member of Financial Advice Association of Australia (FAAA) and Tax Practioners Board.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2008
Bachelor of Business Financial Planning
RMIT
2011
Margin Lending Certification Course
Bankers Trust
2011
Margin Lending Course
Bankers Trust
2014
Cert IV Finance
Mortgage Finance Advisors Assoc
2014
Experience of 10 Years Submission
Tax Practitioners Board