Financial Adviser
· EAST MAITLAND, NSW
Nicholas David Edward Shanley
No disciplinary history on record with ASIC
EAST MAITLAND,
NSW
17
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000338220
Nicholas David Edward Shanley is a financial adviser based in East Maitland, New South Wales, with 17 years of experience in the financial services industry since 2009. Nicholas is currently authorised under Sensibly. 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 Finance from The University of Newcastle. Nicholas is a member of Financial Advice Association of Australia (FAAA) and Financial Planning Association (FPA) - Certified Financial Planner.
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
2009
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2011
Bachelor of Finance
The University of Newcastle
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional