Financial Adviser
· SUBIACO, WA
Nicholas Blunden
No disciplinary history on record with ASIC
17
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000331661
Nicholas Blunden is a financial adviser based in Subiaco, Western Australia, with 17 years of experience in the financial services industry. Nicholas is currently authorised under Symmetry Group Pty Ltd. 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 Advanced Diploma of Financial Planning from Mentor Education.
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
2008
Diploma of Financial Services (Financial Planning)
Mentor Education
2010
Margin Lending & Geared Investments
Kaplan
2014
Advanced Diploma of Financial Planning
Mentor Education
2014
Self Managed Superannuation Funds
Mentor Education
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
Registration History
NEO FINANCIAL SOLUTIONS PTY LTD
SENTRY FINANCIAL PLANNING PTY LTD
SENTRY FINANCIAL PLANNING PTY LTD
Source: ASIC Financial Advisers Register