Nicholas Jon Carmichael
Financial Adviser in Doncaster, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000339009
- Location
- Doncaster VIC 3108
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 25 November 2011
- First provided advice
- 2012
- Qualifications
- Certificate IV Financial Services (Finance/Mortgage Broking), Plan Connect (2006); Diploma of Financial Services (Financial Planning), Pinnacle Financial Services Academy Pty Ltd (2011); Margin Lending and Geared Investments, Kaplan Higher Education Pty Limited (2012); Diploma of Finance and Mortgage Broking Management, Intellitrain Pty Ltd (2013); Advanced Diploma of Financial Planning, Pinnacle Financial Services Academy Pty Ltd (2015); Self Managed Superannuation Funds, Pinnacle Financial Services Academy Pty Ltd (2015)
- 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, derivatives
- 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 Jon Carmichael
On the Financial Advisers Register kept by ASIC, Nicholas Jon Carmichael appears as a current financial adviser in Doncaster, Victoria, adviser number 000339009.
The licensee Nicholas advises under is Akumin Financial Planning Pty Limited (AFS licence 232706). The current authorisation started on 25 November 2011.
The register records 2012 as the year Nicholas first provided financial advice. Qualifications and training on file include Certificate IV Financial Services (Finance/Mortgage Broking) (Plan Connect, 2006), Diploma of Financial Services (Financial Planning) (Pinnacle Financial Services Academy Pty Ltd, 2011) and Margin Lending and Geared Investments (Kaplan Higher Education Pty Limited, 2012).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 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 Jon Carmichael a registered financial adviser?
Yes. Nicholas Jon Carmichael is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000339009.
Which licensee does Nicholas Jon Carmichael work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can Nicholas Jon Carmichael 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; derivatives. 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."