Judy Anne Nicholls – Financial Adviser

Adviser identifying number: 1242859
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2015

Name of the licence holder: CORPORATE ACCOUNTING SOLUTIONS PTY LTD
Licence number: 481126
Licensee’s ABN:
Licence controlled by:

The date the Financial Adviser commenced the appointment: 09/12/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: CORPORATE ACCOUNTING SOLUTIONS PTY LTD
Authorised Representative identifying number: 481126
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:

• Bachelor of Commerce – University of Canberra
• Certified Financial Planner Professional Education Program – Financial Planning Association of Austrlia Ltd
• Chartered Accountants Professional Program – Institute of Chartered Accountants
• Self Managed Superannuation Fund Personal Advice – Pinnacle Financial Services Academy

Relevant memberships of professional bodies or industry associations:

• Chartered Accountants Australia and New Zealand (CA)
• Natioanal Tax Agent Association
• Tax Practioners Board

Judy Anne Nicholls is authorised to provide advices on following products:

• Superannuation / Self-Managed Superannuation Fund
• Superannuation / A person’s existing holding in a superannuation product
• Class of Product Advice – Securities
• Class of Product Advice – Simple Managed Investment schemes
• Class of Product Advice – Life risk insurance products
• Class of Product Advice – Superannuation