Nicholas Merwald
Financial Adviser in Alexandra Headland, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001005210
- Location
- Alexandra Headland QLD 4572
- Licensee
- Morgans Financial Limited (AFSL 235410)
- Authorised since
- 14 March 2016
- First provided advice
- 2008
- Qualifications
- Bachelor of Commerce and Administration, Victoria University of Wellington (1995); Diploma of Financial Services (Financial Planning), Kaplan Professional Education (2011); Advanced Diploma of Financial Planning, Kaplan Professional Education (2014); Ethics and Professionalism in Advice, Kaplan (2020)
- Advice areas
- superannuation, securities, managed investment schemes, deposit and payment products, government debentures, stocks and bonds, managed discretionary account services
- Tax (financial) advice
- Yes
- Register status
- Current
About Nicholas Merwald
Nicholas Merwald is a financial adviser in Alexandra Headland, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 001005210.
Nicholas provides advice as an authorised representative of Morgans Financial Limited, which holds Australian financial services licence 235410. That authorisation dates from 14 March 2016.
According to the register, Nicholas first provided financial advice in 2008. Qualifications and training on file include Bachelor of Commerce and Administration (Victoria University of Wellington, 1995), Diploma of Financial Services (Financial Planning) (Kaplan Professional Education, 2011) and Advanced Diploma of Financial Planning (Kaplan Professional Education, 2014).
Nicholas is authorised to advise on superannuation, securities, managed investment schemes, deposit and payment products, government debentures, stocks and bonds and managed discretionary account services. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Nicholas Merwald a registered financial adviser?
Yes. Nicholas Merwald is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001005210.
Which licensee does Nicholas Merwald work under?
Morgans Financial Limited, Australian financial services licence 235410.
What can Nicholas Merwald give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; deposit and payment products; government debentures, stocks and bonds; managed discretionary account services.