Nicholas Geoffrey Cleal
Financial Adviser in Kew East, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000234430
- Location
- Kew East VIC 3102
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 1 May 2004
- First provided advice
- 2000
- Qualifications
- Bachelor of Business, Victoria University (2000); Diploma of Financial Services (Financial Planning), AMP Limited (2003); Advanced Diploma of Financial Services (Financial Planning), AMP Limited (2005)
- 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
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Nicholas Geoffrey Cleal
On the Financial Advisers Register kept by ASIC, Nicholas Geoffrey Cleal appears as a current financial adviser in Kew East, Victoria, adviser number 000234430.
The licensee Nicholas advises under is Akumin Financial Planning Pty Limited (AFS licence 232706). The current authorisation started on 1 May 2004.
The register records 2000 as the year Nicholas first provided financial advice. The qualifications listed for Nicholas include Bachelor of Business (Victoria University, 2000), Diploma of Financial Services (Financial Planning) (AMP Limited, 2003) and Advanced Diploma of Financial Services (Financial Planning) (AMP Limited, 2005).
Nicholas is authorised to advise 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.
A further restriction is recorded on the register: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Nicholas Geoffrey Cleal a registered financial adviser?
Yes. Nicholas Geoffrey Cleal is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000234430.
Which licensee does Nicholas Geoffrey Cleal work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can Nicholas Geoffrey Cleal 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. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."