Nicholas James Owen Lloyd
Financial Adviser in Belrose, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000315027
- Location
- Belrose NSW 2085
- Licensee
- Fortnum Private Wealth Ltd (AFSL 357306)
- Authorised since
- 5 August 2019
- First provided advice
- 2007
- Qualifications
- Bachelor of Commerce & Chemical Engineering (Honours), University of Sydney (2001); Diploma of Financial Services (FNB50099), Australian Financial Markets Association (2006); Self Managed Superannuation Fund Adviser Education Program, Financial Essentials (2007); Graduate Diploma of Financial Planning, FINSIA (2008); Ethics and Professionalism in Financial Advice, Kaplan (2019)
- 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 James Owen Lloyd
Nicholas James Owen Lloyd is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Belrose, New South Wales (adviser number 000315027).
The licensee Nicholas advises under is Fortnum Private Wealth Ltd (AFS licence 357306). That authorisation dates from 5 August 2019.
According to the register, Nicholas first provided financial advice in 2007. The qualifications listed for Nicholas include Bachelor of Commerce & Chemical Engineering (Honours) (University of Sydney, 2001), Diploma of Financial Services (FNB50099) (Australian Financial Markets Association, 2006) and Self Managed Superannuation Fund Adviser Education Program (Financial Essentials, 2007).
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.
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Questions people ask
Is Nicholas James Owen Lloyd a registered financial adviser?
Yes. Nicholas James Owen Lloyd is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000315027.
Which licensee does Nicholas James Owen Lloyd work under?
Fortnum Private Wealth Ltd, Australian financial services licence 357306.
What can Nicholas James Owen Lloyd 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.