Financial Adviser · MOUNT PLEASANT, WA

Nicholas Kenneth Jolly

MOUNT PLEASANT, WA

9 Years experience

Tax advice
authorised

ASIC Registered · ADV 001258068

Currently at

Insight Investment Services

Perth, WA (firm address)

View firm profile

About Nicholas Kenneth Jolly

Nicholas Kenneth Jolly is a financial adviser based in Mount Pleasant, Western Australia, with 9 years of experience in the financial services industry since 2017. Nicholas is currently authorised under Insight Investment Services. 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 Economics from University of Western Australia.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Restrictions: Superannuation authority does not include Self-Managed Superannuation Funds.

Authorised to provide tax financial advice services

Qualifications and Training

2014

Bachelor of Economics

University of Western Australia

2017

Diploma of Financial Planning

Monarch Institute

2024

Graduate Diploma of Financial Planning

Kaplan Professional

Registration History

Insight Investment Services Pty Ltd

Aug 2024 - Present Current

Superannuation authority does not include Self-Managed Superannuation Funds.

Wealth Today Pty Ltd

May 2021 - Aug 2024 Ceased

Superannuation Authorisation Excludes Self-Managed Superannuation Funds Advice

Wealth Today Pty Ltd

Feb 2019 - May 2021 Ceased

Akumin Financial Planning Pty Limited

Apr 2018 - Jan 2019 Ceased

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Akumin Financial Planning Pty Limited

Sep 2017 - Feb 2018 Ceased

Authorised in MDA services, which is restricted to Limited Authority to Operate services.One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register