Nicholas O’Halloran
Financial Adviser in Forest Hill, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000410204
- Location
- Forest Hill VIC 3131
- Licensee
- Hamilton Morello Wealth Solutions Pty Ltd (AFSL 507160)
- Authorised since
- 3 August 2018
- First provided advice
- 2011
- Qualifications
- Bachelor of Business, RMIT (2003); Diploma of Financial Services (Financial Planning), Mentor Education / RG146 (2007); Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional (2010)
- Memberships
- Financial Advice Association of Australia (FAAA); Financial Planning Association (FPA) - Certified Financial Planner
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Nicholas O’Halloran
On the Financial Advisers Register kept by ASIC, Nicholas O’Halloran appears as a current financial adviser in Forest Hill, Victoria, adviser number 000410204.
Advice is given under the Australian financial services licence of Hamilton Morello Wealth Solutions Pty Ltd, licence number 507160. The current authorisation started on 3 August 2018.
According to the register, Nicholas first provided financial advice in 2011. The qualifications listed for Nicholas include Bachelor of Business (RMIT, 2003), Diploma of Financial Services (Financial Planning) (Mentor Education / RG146, 2007) and Advanced Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2010). Nicholas is recorded as a member of Financial Advice Association of Australia (FAAA) and Financial Planning Association (FPA) – Certified Financial Planner.
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.
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Questions people ask
Is Nicholas O'Halloran a registered financial adviser?
Yes. Nicholas O'Halloran is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000410204.
Which licensee does Nicholas O'Halloran work under?
Hamilton Morello Wealth Solutions Pty Ltd, Australian financial services licence 507160.
What can Nicholas O'Halloran give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; retirement savings accounts; standard margin lending.