Nicole Heales
Financial Adviser in Beulah Park, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000312479
- Location
- Beulah Park SA 5067
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 20 July 2013
- First provided advice
- 2007
- Qualifications
- Diploma of Financial Advising, Securities Institute (2004); Master of Commerce (Financial Planning) with Distinction, University of Western Sydney (2009); Self Managed Superannuation FUnds, Kaplan Professional (2013); Accredited Listed Product Adviser Program, Kaplan Professional (2018); Ethics and Professionalism in Financial Advice, Kaplan Professional (2019)
- Memberships
- Financial Advice Association of Australia (FAAA); Financial Brokers Association of Australia
- 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 Nicole Heales
Nicole Heales is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Beulah Park, South Australia (adviser number 000312479).
The licensee Nicole advises under is Capstone Financial Planning Pty Ltd (AFS licence 223135). That authorisation dates from 20 July 2013.
According to the register, Nicole first provided financial advice in 2007. The qualifications listed for Nicole include Diploma of Financial Advising (Securities Institute, 2004), Master of Commerce (Financial Planning) with Distinction (University of Western Sydney, 2009) and Self Managed Superannuation FUnds (Kaplan Professional, 2013). Professional memberships recorded: Financial Advice Association of Australia (FAAA) and Financial Brokers Association of Australia.
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 Nicole Heales a registered financial adviser?
Yes. Nicole Heales is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000312479.
Which licensee does Nicole Heales work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Nicole Heales 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.