Shane Nicholas – Financial Adviser

Adviser identifying number: 260900
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2004

Name of the licence holder: INNATE WEALTH PTY LTD
Licence number: 229242
Licensee’s ABN: 66082986641
Licence controlled by: INNATE FINANCIAL SERVICES GROUP PTY LTD

The date the Financial Adviser commenced the appointment: 18/06/2007
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: INNATE WEALTH PTY LTD
Authorised Representative identifying number: 229242
Authorised Representative’s ABN: 66082986641

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

• Bachelor of Business (Financial Planning) – RMIT
• CFP – Financial Planning Association of Australia (FPA)
• Margin Lending & Geared Investments – Kaplan Education
• Professional Certificate in Self-Managed Superannuation Funds – University of Adelaide
• SMSF Specialist Adviser (SSA) – Self Managed Super Fund Association of Australia

Relevant memberships of professional bodies or industry associations:

• Financial Planning Association of Australia (FPA)
• SMSF Association

Shane Nicholas is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Derivatives
• Government Debentures, Stocks or Bonds
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / IDPS Only
• Retirement Savings Account Products
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility
• Miscellaneous Financial Facility / Miscellaneous Financial Investment Products – MDA Services