Financial Adviser
· ASCOT VALE, VIC
Steven Nickelson
No disciplinary history on record with ASIC
ASCOT VALE,
VIC
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000328106
Steven Nickelson is a financial adviser based in Ascot Vale, Victoria, with 18 years of experience in the financial services industry since 2008. Steven is currently authorised under Consultum Financial Advisers. Steven holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Steven's qualifications include a Certified Financial Planner (CFP) from Financial Planning Association (FPA). Steven 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2006
Bachelor of Commerce (Accounting & Financial Planning)
Deakin University
2010
Certified Financial Planner (CFP)
Financial Planning Association (FPA)
2010
RG146 Margin Lending
MLC ThreeSixty
2022
Ethics and Professionalism in Financial Advice
Ethics - Kaplan