Stephen Nicholas Financial Planner Report

Name:
Stephen Patrick Nicholas

Rep Number:
000281149

Status:
Current

First Advice:
2006

Disciplinary action:
No action

Most Recent Role:
2013-05-01 onwards

Location:
Brisbane, , QLD, 0

Licensee
Name:

Number:
000357306

ABN:
54 139 889 535

Controlled By:

Appointed By
Name:
Fortnum Private Wealth Ltd

Licence Number:
000357306

ABN:
54 139 889 535

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

Qualifications
Kaplan
ASX Accredited Listed Product Adviser
Securities Institute of Australia
Graduate Diploma in Applied Finance and Investment
Securities Institute of Australia
Graduate Diploma in Financial Planning
Kaplan
Self Managed Superannuation Funds