Financial Adviser
· BATHURST, NSW
Nicholas John Barrett
No disciplinary history on record with ASIC
BATHURST,
NSW
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001008866
Nicholas John Barrett is a financial adviser based in Bathurst, New South Wales, with 11 years of experience in the financial services industry since 2015. Nicholas is currently authorised under Fyg Planners, operating through Swift Business Solutions. Nicholas holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Nicholas's qualifications include a Bachelor of Business from Australian Catholic University. Nicholas 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
1998
Bachelor of Business
Australian Catholic University
2014
Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2015
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Higher Education Pty Limited
2022
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited