Kate Nicol – Financial Adviser
Adviser identifying number: 1005452
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2011
Name of the licence holder: COLLINS HOUSE PRIVATE WEALTH PTY LTD
Licence number: 449146
Licensee’s ABN: 45166528758
Licence controlled by:
The date the Financial Adviser commenced the appointment: 30/03/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: COLLINS HOUSE PTY LTD
Authorised Representative identifying number: 281585
Authorised Representative’s ABN:
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:
- Advanced Diploma in Financial Planning – Kaplan Australia
- Diploma in Financial Planning – Kaplan Australia
Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)
Kate Nicol 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 / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility
- FHSA Issued non ADI