Financial Adviser · BOWRAL, NSW

Nicholas James Calhau

BOWRAL, NSW

8 Years experience

Tax advice
authorised

ASIC Registered · ADV 001262797

Currently at

Wilson Wealth And Insurance

Bundall, QLD (firm address)

View firm profile

Nicholas James Calhau is a financial adviser based in Bowral, New South Wales, with 8 years of experience in the financial services industry since 2018. Nicholas is currently authorised under Alliance Wealth, operating through Wilson Wealth And Insurance. 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 Science (Advanced) from University of New South Wales. 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 Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2014

Bachelor of Science (Advanced)

University of New South Wales

2015

Diploma in Financial Planning

Kaplan Professional

2017

Derivatives Course

Kaplan Professional

2018

Commercial Law Course

Kaplan Professional

2019

Graduate Diploma of Financial Planning

Kaplan Higher Education

2025

Ethics and Professionalism in Financial Advice Course (FPC002B)

Ethics - Kaplan Higher Education

2026

FPE020 SMSF Regulations and Taxation

Kaplan Higher Education

Registration History

Alliance Wealth Pty Ltd

Jun 2022 - Present Current

Profile Financial Services Pty Ltd

Mar 2020 - May 2022 Ceased

Derivatives - limited to old law securities options contracts and warrants

Bridges Financial Services Pty Limited

Sep 2019 - Nov 2019 Ceased

Bridges Financial Services Pty Limited

Mar 2018 - Jul 2019 Ceased

Superannuation - All excludes Self Managed Superannuation Funds (SMSF)

Source: ASIC Financial Advisers Register