Nicholas Kenneth Jolly
Financial Adviser in Mount Pleasant, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001258068
- Location
- Mount Pleasant WA 6153
- Licensee
- Insight Investment Services Pty Ltd (AFSL 309996)
- Authorised since
- 28 August 2024
- First provided advice
- 2017
- Qualifications
- Bachelor of Economics, University of Western Australia (2014); Diploma of Financial Planning, Monarch Institute (2017); Graduate Diploma of Financial Planning, Kaplan Professional (2024)
- 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
- Superannuation authority does not include Self-Managed Superannuation Funds.
- Tax (financial) advice
- Yes
- Register status
- Current
About Nicholas Kenneth Jolly
Nicholas Kenneth Jolly is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Mount Pleasant, Western Australia (adviser number 001258068).
Nicholas provides advice as an authorised representative of Insight Investment Services Pty Ltd, which holds Australian financial services licence 309996. That authorisation dates from 28 August 2024.
According to the register, Nicholas first provided financial advice in 2017. Qualifications and training on file include Bachelor of Economics (University of Western Australia, 2014), Diploma of Financial Planning (Monarch Institute, 2017) and Graduate Diploma of Financial Planning (Kaplan Professional, 2024).
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.
The register adds a condition to this authorisation: “Superannuation authority does not include Self-Managed Superannuation Funds.”
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Questions people ask
Is Nicholas Kenneth Jolly a registered financial adviser?
Yes. Nicholas Kenneth Jolly is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001258068.
Which licensee does Nicholas Kenneth Jolly work under?
Insight Investment Services Pty Ltd, Australian financial services licence 309996.
What can Nicholas Kenneth Jolly 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: "Superannuation authority does not include Self-Managed Superannuation Funds."