Data sourced from ASIC Financial Advisers Register
Financial Adviser · MELBOURNE, VIC

Shane Nicholas

MELBOURNE, VIC
22 Years experience
Tax advice
authorised
ASIC Registered · ADV 000260900
Practice
Independent Wealth Partners
Melbourne, VIC (practice address on ASIC register)
Licensed through Independent Wealth Services
View practice

About Shane Nicholas

Shane Nicholas is a financial adviser based in Melbourne, Victoria, with 22 years of experience in the financial services industry since 2004. Shane works at Independent Wealth Partners, which is licensed through Independent Wealth Services. Shane holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Shane's qualifications include a CFP from Financial Planning Association of Australia (Deakin University). Shane is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

2003
Bachelor of Business (Financial Planning)
RMIT University
2007
CFP
Financial Planning Association of Australia (Deakin University)
2009
SMSF Specialist Adviser (SSA)
Self Managed Super Fund Association of Australia
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Education Courses

Registration History

Independent Wealth Services Pty Ltd
Oct 2022 - Present Current
Innate Wealth Pty Ltd
Jun 2007 - Sep 2022 Ceased

Source: ASIC Financial Advisers Register