Nicholas David Edward Shanley
Financial Adviser in East Maitland, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000338220
- Location
- East Maitland NSW 2323
- Licensee
- Sensibly Pty Ltd (AFSL 533923)
- Authorised since
- 1 February 2022
- First provided advice
- 2009
- Qualifications
- Diploma of Financial Services (Financial Planning), Kaplan Professional (2009); Bachelor of Finance, The University of Newcastle (2011); Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional (2012); Ethics and Professionalism in Financial Advice, Kaplan Professional (2019)
- Memberships
- Financial Advice Association of Australia (FAAA); Financial Planning Association (FPA) - Certified Financial Planner
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Nicholas David Edward Shanley
On the Financial Advisers Register kept by ASIC, Nicholas David Edward Shanley appears as a current financial adviser in East Maitland, New South Wales, adviser number 000338220.
The licensee Nicholas advises under is Sensibly Pty Ltd (AFS licence 533923). The current authorisation started on 1 February 2022.
The register records 2009 as the year Nicholas first provided financial advice. The qualifications listed for Nicholas include Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2009), Bachelor of Finance (The University of Newcastle, 2011) and Advanced Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2012). Professional memberships recorded: Financial Advice Association of Australia (FAAA) and Financial Planning Association (FPA) – Certified Financial Planner.
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Nicholas David Edward Shanley a registered financial adviser?
Yes. Nicholas David Edward Shanley is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000338220.
Which licensee does Nicholas David Edward Shanley work under?
Sensibly Pty Ltd, Australian financial services licence 533923.
What can Nicholas David Edward Shanley give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.