George Nicholson – Financial Adviser

Adviser identifying number: 349351
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2010

Name of the licence holder: INTERPRAC FINANCIAL PLANNING PTY LTD
Licence number: 246638
Licensee’s ABN: 14076093680
Licence controlled by: INTERPRAC LTD.

The date the Financial Adviser commenced the appointment: 09/04/2010
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: INTERPRAC FINANCIAL PLANNING PTY LTD
Authorised Representative identifying number: 246638
Authorised Representative’s ABN: 14076093680

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:

  • Aged Care Accreditation – Aged Care Steps
  • Bachelor of Commerce (Economics) – University of Witswatersrand, Johannesburg, South Africa
  • Diploma Australian Law & Taxation – Royal Melbourne Institute of Technology
  • Diploma in Financial Services (Financial Planning) – Pinnacle Financial Services
  • Professional Accreditation Geared Investing – CALIA + Specialist Adviser

Relevant memberships of professional bodies or industry associations:

  • Association of Independently Owned Financial Professionals (AIOFP)
  • Chartered Accountants Australia and New Zealand (CA)
  • National Tax & Accountants’ Association
  • Tax Practitioners Board (TPB)

George Nicholson is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • 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