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