Shane Nicholas
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000260900
- Location
- Melbourne VIC 3000
- Licensee
- Independent Wealth Services Pty Ltd (AFSL 512433)
- Authorised since
- 3 October 2022
- First provided advice
- 2004
- Qualifications
- Bachelor of Business (Financial Planning), RMIT University (2003); SMSF Specialist Adviser (SSA), Self Managed Super Fund Association of Australia (2009); Ethics and Professionalism in Financial Advice, Kaplan Education Courses (2020)
- Memberships
- Financial Advice Association of Australia (FAAA); SMSF Association
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Shane Nicholas
On the Financial Advisers Register kept by ASIC, Shane Nicholas appears as a current financial adviser in Melbourne, Victoria, adviser number 000260900.
Advice is given under the Australian financial services licence of Independent Wealth Services Pty Ltd, licence number 512433. That authorisation dates from 3 October 2022.
The register records 2004 as the year Shane first provided financial advice. The qualifications listed for Shane include Bachelor of Business (Financial Planning) (RMIT University, 2003), SMSF Specialist Adviser (SSA) (Self Managed Super Fund Association of Australia, 2009) and Ethics and Professionalism in Financial Advice (Kaplan Education Courses, 2020). Professional memberships recorded: Financial Advice Association of Australia (FAAA) and SMSF Association.
Shane is authorised to advise 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 Shane Nicholas a registered financial adviser?
Yes. Shane Nicholas is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000260900.
Which licensee does Shane Nicholas work under?
Independent Wealth Services Pty Ltd, Australian financial services licence 512433.
What can Shane Nicholas 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.