Paul David Albert Nicholson – Financial Adviser

Adviser identifying number: 1005580
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2000

Name of the licence holder: ALTA INVESTMENT MANAGEMENT PTY LIMITED
Licence number: 300692
Licensee’s ABN: 79118942135
Licence controlled by:

The date the Financial Adviser commenced the appointment: 18/07/2006
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ALTA INVESTMENT MANAGEMENT PTY LIMITED
Authorised Representative identifying number: 300692
Authorised Representative’s ABN: 79118942135

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:

  • ASX Derivatives Accreditation Level 1 – Tribeca
  • Accredited Derivatives Advisor Level 2 – Tribeca
  • Bachelor of Social Science – Charles Sturt University
  • Graduate Diploma of Applied Finance and Investment – Securities Institute
  • SDIA Accreditation Program Assessment (PS146) – SDIA

Relevant memberships of professional bodies or industry associations:

Paul David Albert Nicholson is authorised to provide advices on following products:

  • Derivatives
  • Government Debentures, Stocks or Bonds
  • Managed Investment Schemes / Managed Investment Schemes, including IDPS
  • Securities
  • Margin Lending Facility / Standard Margin Lending Facility