Stephen Patrick Nicholas
Financial Adviser in Brisbane, Queensland, Australia
Review Stephen Patrick Nicholas
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000281149
- Location
- Brisbane QLD 4000
- Licensee
- Fortnum Private Wealth Ltd (AFSL 357306)
- Authorised since
- 1 May 2013
- First provided advice
- 2006
- Qualifications
- Graduate Diploma in Applied Finance and Investment, Securities Institute of Australia (2000); Graduate Diploma in Financial Planning, Securities Institute of Australia (2003); ASX Accredited Listed Product Adviser, Kaplan (2008); Self Managed Superannuation Funds, Kaplan (2011); FPC002B, Kaplan Higher Education Pty Ltd (2020)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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 Stephen Patrick Nicholas
On the Financial Advisers Register kept by ASIC, Stephen Patrick Nicholas appears as a current financial adviser in Brisbane, Queensland, adviser number 000281149.
The licensee Stephen advises under is Fortnum Private Wealth Ltd (AFS licence 357306). The current authorisation started on 1 May 2013.
According to the register, Stephen first provided financial advice in 2006. The qualifications listed for Stephen include Graduate Diploma in Applied Finance and Investment (Securities Institute of Australia, 2000), Graduate Diploma in Financial Planning (Securities Institute of Australia, 2003) and ASX Accredited Listed Product Adviser (Kaplan, 2008). Stephen is recorded as a member of Financial Advice Association of Australia (FAAA).
Stephen is authorised to advise 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.
Reviews
Nobody has reviewed Stephen Patrick Nicholas here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Stephen Patrick Nicholas a registered financial adviser?
Yes. Stephen Patrick Nicholas is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000281149.
Which licensee does Stephen Patrick Nicholas work under?
Fortnum Private Wealth Ltd, Australian financial services licence 357306.
What can Stephen Patrick 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; standard margin lending.