Financial Adviser · BROOKVALE, NSW

Nicholas Sheather

BROOKVALE, NSW
25 Years experience
Tax advice
authorised
ASIC Registered · ADV 000254431
Currently at
Sydney, NSW (firm address)

Nicholas Sheather is a financial adviser based in Brookvale, New South Wales, with 25 years of experience in the financial services industry since 2001. Nicholas is currently authorised under Ri Advice Group. 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 Certified Financial Planner from Financial Planning Association of Australia Limited. Nicholas 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 Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

1997
Bachelor of Commerce (Economics)
Macquarie University
2001
8 unit Diploma of Financial Planning
Financial Planning Association of Australia Limited
2004
Certified Financial Planner
Financial Planning Association of Australia Limited
2012
SMSF Specialist Advisor
SMSF Professionals Association of Australia
2014
Accredited Listed Product Adviser Program
Kaplan Education Pty Limited
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education

Registration History

May 2021 - Present Current
FINANCIAL SERVICES PARTNERS PTY LIMITED
Jan 2004 - May 2021 Ceased
Government Debentures, Stocks or Bonds: Class of product only.

Source: ASIC Financial Advisers Register