Financial Adviser · MOONEE PONDS, VIC

Nicholas John Amato

8 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 001267314

Nicholas John Amato is a financial adviser based in Moonee Ponds, Victoria, with 8 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 Commerce from Monash University.

Authorised to Advise On

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

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

2010

Bachelor of Commerce

Monash University

2016

Bachelor of Business (Financial Planning)

Royal Melbourne Institute Of Technology

2017

Diploma of Finance and Mortgage Broking Management

Integrity Education Group

2024

SMSF Course

2025

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited

Jan 2023 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Millennium 3 Financial Services Pty Ltd

Sep 2018 - Nov 2019 Ceased

Government Debentures, Stocks or Bonds: class of product only. Securities: class of product only. Not authorised to provide SMSF advice.

Source: ASIC Financial Advisers Register