Financial Adviser · KEW EAST, VIC

Nicholas Geoffrey Cleal

26 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000234430

Nicholas Geoffrey Cleal is a financial adviser based in Kew East, Victoria, with 26 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 Business from Victoria University.

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

2000

Bachelor of Business

Victoria University

2003

Diploma of Financial Services (Financial Planning)

AMP Limited

2005

Advanced Diploma of Financial Services (Financial Planning)

AMP Limited

Registration History

Akumin Financial Planning Pty Limited

May 2004 - 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