Nicholas Barnett Financial Planner Report

Name:
Nicholas Fred Barnett

Rep Number:
000325914

Status:
Current

First Advice:
1992

Disciplinary action:
No action

Most Recent Role:
2016-03-01 onwards

ABN:
85 473 411 284

Licensee
Name:

Number:
000449221

ABN:
93 161 647 007

Controlled By:

Appointed By
Name:
Alliance Wealth Pty Ltd

Licence Number:
000449221

ABN:
93 161 647 007

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

Qualifications
Kaplan Professional
Client Engagement Strategies
Pinnacle Financial Services Academy
Diploma of Financial Services (Financial Planning)
Kaplan Professional
Margin Lending and Geared Investments
Kaplan Professional
Self Managed Superannuation Funds
Kaplan Professional
Taxation Fundamentals

Memberships
Association of Financial Advisers (AFA)