SHANE NICHOLAS


Licensee: INNATE WEALTH PTY LTD

SHANE NICHOLAS (Adviser# 000260900) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is June 18, 2007.

Adviser Overview

Register Name Financial Advisers
Adviser Name SHANE NICHOLAS
Adviser Number 000260900
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2004
Financial Service (AFS) Licence Licence# 000229242
INNATE WEALTH PTY LTD
Licence ABN 66082986641
Licence Controlled By INNATE FINANCIAL SERVICES GROUP PTY LTD
Adviser Start Date 2007-06-18
Appointing Representative Name INNATE WEALTH PTY LTD
Appointing Representative Number 000229242
Appointing Representative ABN 66082986641
Memberships Financial Planning Association of Australia (FPA)
SMSF Association

Authorisations to provide financial product advice

  • SHANE NICHOLAS
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Derivative
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes IDPS Only
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard
  • ·
  • Miscellaneous Financial MDA Services

Qualifications and training history

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

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000229242 INNATE WEALTH PTY LTD
Licence controlled by: INNATE FINANCIAL SERVICES GROUP PTY LTD
2007-06-18 - INNATE WEALTH PTY LTD

Licensee Information

Licence Name INNATE WEALTH PTY LTD
Licence Number 000229242
Licence ABN 66082986641

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
DANE ANDREW CUNNINGTON Innate Wealth Pty Ltd Current 2018-04-17
LUKE ERES Innate Wealth Pty Ltd Current 2003-07-01
MIRKO CUGURA Innate Wealth Pty Ltd Current 2003-07-01

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
DANE ANDREW CUNNINGTON Innate Wealth Pty Ltd Current 2018-04-17
LUKE ERES Innate Wealth Pty Ltd Current 2003-07-01
MIRKO CUGURA Innate Wealth Pty Ltd Current 2003-07-01

Competitor

Search similar business entities

Improve Information

Please comment or provide details below to improve the information on .

Dataset Information


Data Provider Australian Securities and Investments Commission (ASIC), Financial Advisers Register
Jurisdiction Australia
Related Datasets Australian Businesses, Australian Companies

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.