Financial Adviser
· MELBOURNE, VIC
Shane Nicholas
No disciplinary history on record with ASIC
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000260900
Shane Nicholas is a financial adviser based in Melbourne, Victoria, with 22 years of experience in the financial services industry. Shane is currently authorised under Independent Wealth Services Pty Ltd. Shane 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 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
Source: ASIC Financial Advisers Register