Nicholas Scott McKenna
Financial Adviser in Dubbo, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001254009
- Location
- Dubbo NSW 2830
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 1 February 2019
- First provided advice
- 2017
- Qualifications
- Bachelor of Accounting and Finance, Charles Sturt University (2016); Financial Planning FIN560, Charles Sturt University (2017); Ethics and Professionalism in Financial Advice, Kaplan Professional (2024); Client Engagement Skills, Kaplan Professional (2025); Economic and Legal Context for Financial Planning, Kaplan Professional (2025)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Nicholas Scott McKenna
On the Financial Advisers Register kept by ASIC, Nicholas Scott McKenna appears as a current financial adviser in Dubbo, New South Wales, adviser number 001254009.
Advice is given under the Australian financial services licence of Capstone Financial Planning Pty Ltd, licence number 223135. That authorisation dates from 1 February 2019.
The register records 2017 as the year Nicholas first provided financial advice. The qualifications listed for Nicholas include Bachelor of Accounting and Finance (Charles Sturt University, 2016), Financial Planning FIN560 (Charles Sturt University, 2017) and Ethics and Professionalism in Financial Advice (Kaplan Professional, 2024).
The authorisation covers advice 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.
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Questions people ask
Is Nicholas Scott McKenna a registered financial adviser?
Yes. Nicholas Scott McKenna is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001254009.
Which licensee does Nicholas Scott McKenna work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Nicholas Scott McKenna 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.