Nicola Henley Financial Planner Report

Name:
Nicola Louise Henley

Rep Number:
000229494

Status:
Current

First Advice:
2003

Disciplinary action:
No action

Most Recent Role:
2017-06-02 onwards

Location:
Frankston, Melbourne, VIC, 3199

Licensee
Name:

Number:
000477543

Appointed By
Name:
The Intelligent Financial Group Pty Ltd

Licence Number:
000477543

May advise on following product areas:
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
RMIT
Batchelor of Business
Mortgage Finance Advisors Assoc
Cert IV Finance
Tax Practitioners Board
Experience of 10 Years Submission
Bankers Trust
Margin Lending Certification Course
Bankers Trust
Margin Lending Course

Memberships
Financial Planning Association of Australia (FPA)
Tax Practioners Board