Financial Adviser · MELBOURNE, VIC

Shane Nicholas

MELBOURNE, VIC

22 Years experience

Tax advice
authorised

ASIC Registered · ADV 000260900

Currently at

Independent Wealth Partners

Melbourne, VIC (firm address)

View firm profile

Shane Nicholas is a financial adviser based in Melbourne, Victoria, with 22 years of experience in the financial services industry since 2004. Shane is currently authorised under Independent Wealth Services, operating through Independent Wealth Partners. Shane holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Shane's qualifications include a CFP from Financial Planning Association of Australia (Deakin University). Shane is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.

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

2003

Bachelor of Business (Financial Planning)

RMIT University

2007

CFP

Financial Planning Association of Australia (Deakin University)

2009

SMSF Specialist Adviser (SSA)

Self Managed Super Fund Association of Australia

2020

Ethics and Professionalism in Financial Advice

Ethics - Kaplan Education Courses

Registration History

Independent Wealth Services Pty Ltd

Oct 2022 - Present Current

Innate Wealth Pty Ltd

Jun 2007 - Sep 2022 Ceased

Source: ASIC Financial Advisers Register