SHANE NICHOLAS

Financial Adviser ยท Keilor, VIC

Registered

Registration Number

000260900

Registration Status

Registered

Location

Keilor, VIC 3036

Providing Advice Since

2004

Registration Date

18/06/2007

Financial Services Licensee

INNATE WEALTH PTY LTD

Licence #000229242

๐Ÿ“š Qualifications & Training

2003 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - RMIT University
2007 - CFP - Professional Designations - Financial Planning Association of Australia (Deakin University)
2009 - SMSF Specialist Adviser (SSA) - - Self Managed Super Fund Association of Australia
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Education Courses

๐Ÿข Professional Memberships

Financial Advice Association of Australia (FAAA)
SMSF Association

โ„น๏ธ What is a Financial Adviser?

A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.

Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.