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