NICHOLAS STEPHEN TALLEY


Licensee: LIBERTAS WEALTH CONSULTING PTY LTD

NICHOLAS STEPHEN TALLEY (Adviser# 000448667) 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 November 13, 2017.

Adviser Overview

Register Name Financial Advisers
Adviser Name NICHOLAS STEPHEN TALLEY
Adviser Number 000448667
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2013
Financial Service (AFS) Licence Licence# 000422763
LIBERTAS WEALTH CONSULTING PTY LTD
Licence ABN 95158537949
Licence Controlled By CMRE PTY LTD
Michael Rees-Evans
Adviser Start Date 2017-11-13
Appointing Representative Name LIBERTAS WEALTH CONSULTING PTY LTD
Appointing Representative Number 000422763
Appointing Representative ABN 95158537949
Memberships Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • NICHOLAS STEPHEN TALLEY
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Managed Investment Schemes MDA Service
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Advanced Diploma of Financial Planning International Institute of Technology
Bachelor of Agricultural Economics (Honours) University of Sydney
Diploma of Financial Services Integrity Education Pty Ltd
SMSF Core Technical Accreditation FirstTech

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000422763 LIBERTAS WEALTH CONSULTING PTY LTD
Licence controlled by: CMRE PTY LTD ~ Michael Rees-Evans
2017-11-13 - LIBERTAS WEALTH CONSULTING PTY LTD
000227232 COUNT FINANCIAL LIMITED
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA
2014-04-23 - 2017-11-15 COUNT FINANCIAL LIMITED
000232705 HILLROSS FINANCIAL SERVICES LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016]
2013-11-16 - 2014-03-10

Licensee Information

Licence Name LIBERTAS WEALTH CONSULTING PTY LTD
Licence Number 000422763
Licence ABN 95158537949

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
DAVID HARRISON Libertas Wealth Consulting Pty Ltd Current 2017-11-13
BEN LESTER Libertas Wealth Consulting Pty Ltd Current 2017-11-13
IAN CANTWELL Libertas Wealth Consulting Pty Ltd Ceased 2017-11-13
MICHAEL REES-EVANS Libertas Wealth Consulting Pty Ltd Current 2012-07-24

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
DAVID HARRISON Libertas Wealth Consulting Pty Ltd Current 2017-11-13
BEN LESTER Libertas Wealth Consulting Pty Ltd Current 2017-11-13
IAN CANTWELL Libertas Wealth Consulting Pty Ltd Ceased 2017-11-13
MICHAEL REES-EVANS Libertas Wealth Consulting Pty Ltd Current 2012-07-24

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.