Nicholas John Barrett
Financial Adviser in Bathurst, New South Wales, Australia
Review Nicholas John Barrett
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number001008866
- Location
- Bathurst NSW 2795
- Licensee
- Fyg Planners Pty Ltd (AFSL 224543)
- Authorised since
- 1 June 2015
- First provided advice
- 2015
- Qualifications
- Bachelor of Business, Australian Catholic University (1998); Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2014); Advanced Diploma of Financial Services (Financial Planning), Kaplan Higher Education Pty Limited (2015); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2022)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Nicholas John Barrett
On the Financial Advisers Register kept by ASIC, Nicholas John Barrett appears as a current financial adviser in Bathurst, New South Wales, adviser number 001008866.
Nicholas provides advice as an authorised representative of Fyg Planners Pty Ltd, which holds Australian financial services licence 224543. That authorisation dates from 1 June 2015.
The register records 2015 as the year Nicholas first provided financial advice. The qualifications listed for Nicholas include Bachelor of Business (Australian Catholic University, 1998), Diploma of Financial Planning (Kaplan Higher Education Pty Limited, 2014) and Advanced Diploma of Financial Services (Financial Planning) (Kaplan Higher Education Pty Limited, 2015). Nicholas is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Nicholas John Barrett here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Nicholas John Barrett a registered financial adviser?
Yes. Nicholas John Barrett is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001008866.
Which licensee does Nicholas John Barrett work under?
Fyg Planners Pty Ltd, Australian financial services licence 224543.
What can Nicholas John Barrett 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.