Shane Nicholas Financial Planner Report

Name:
Shane Nicholas

Rep Number:
000260900

Status:
Current

First Advice:
2004

Disciplinary action:
No action

Most Recent Role:
2007-06-18 onwards

Location:
Keilor, , VIC, 0

Licensee
Name:

Number:
000229242

ABN:
66 082 986 641

Controlled By:

Appointed By
Name:
Innate Wealth Pty Ltd

Licence Number:
000229242

ABN:
66 082 986 641

May advise on following product areas:
Non-basic Deposit Products
Derivatives
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
IDPS Only
Standard Margin Lending Facility
Miscellaneous Financial Investment Products - MDA Services
Retirement Savings Account Products
Securities
Superannuation

Qualifications
RMIT
Bachelor of Business (Financial Planning)
Financial Planning Association of Australia (FPA)
CFP
Kaplan Education
Margin Lending & Geared Investments
University of Adelaide
Professional Certificate in Self-Managed Superannuation Funds
Self Managed Super Fund Association of Australia
SMSF Specialist Adviser (SSA)

Memberships
Financial Planning Association of Australia (FPA)
SMSF Association