Jim Nelson
Financial Adviser in Coldstream, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000442817
- Location
- Coldstream VIC 3770
- Licensee
- Advocate Advisory Pty. Ltd. (AFSL 405576)
- Authorised since
- 10 October 2023
- First provided advice
- 2000
- Qualifications
- Master of Business Administration, New Zealand (2002); Diploma of Financial Services (Financial Planning), Australian and New Zealand Institute of Insurance and Finance (2007); Advanced Diploma of Financial Services (Financial Planning), Australian and New Zealand Institute of Insurance and Finance (2008); Graduate Diploma of Financial Planning, Kaplan Professional (2024)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts
- Restriction
- Excluding advice on setting up, closing and investment advice on Self Managed Superannuation Funds. Advice on Self Managed Superannuation Funds is limited to Life Risk Insurance.
- Tax (financial) advice
- Yes
- Register status
- Current
About Jim Nelson
Jim Nelson is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Coldstream, Victoria (adviser number 000442817).
The licensee Jim advises under is Advocate Advisory Pty. Ltd. (AFS licence 405576). That authorisation dates from 10 October 2023.
The register records 2000 as the year Jim first provided financial advice. Qualifications and training on file include Master of Business Administration (New Zealand, 2002), Diploma of Financial Services (Financial Planning) (Australian and New Zealand Institute of Insurance and Finance, 2007) and Advanced Diploma of Financial Services (Financial Planning) (Australian and New Zealand Institute of Insurance and Finance, 2008). Jim is recorded as a member of Financial Advice Association of Australia (FAAA).
Jim is authorised to advise on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and retirement savings accounts. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Excluding advice on setting up, closing and investment advice on Self Managed Superannuation Funds. Advice on Self Managed Superannuation Funds is limited to Life Risk Insurance.”
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Questions people ask
Is Jim Nelson a registered financial adviser?
Yes. Jim Nelson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000442817.
Which licensee does Jim Nelson work under?
Advocate Advisory Pty. Ltd., Australian financial services licence 405576.
What can Jim Nelson give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; retirement savings accounts. It also records this restriction: "Excluding advice on setting up, closing and investment advice on Self Managed Superannuation Funds. Advice on Self Managed Superannuation Funds is limited to Life Risk Insurance."