Financial Adviser
· FAIRVIEW PARK, SA
Matthew John Nicholls
No disciplinary history on record with ASIC
FAIRVIEW PARK,
SA
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000397930
Matthew John Nicholls is a financial adviser based in Fairview Park, South Australia, with 15 years of experience in the financial services industry since 2011. Matthew is currently authorised under Wealth Iq Group, operating through Nicholls Wealth Management. Matthew holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Matthew's qualifications include a Bachelor of Applied Finance from University of SA. Matthew is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2010
Advanced Diploma of Financial Services
Pinnacle
2010
Bachelor of Applied Finance
University of SA
2010
Diploma of Financial Planning
Pinnacle
2011
Margin Lending
Pinnacle
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
NEO FINANCIAL SOLUTIONS PTY LTD
SENTRY FINANCIAL PLANNING PTY LTD
Source: ASIC Financial Advisers Register