Nicola Louise Henley – Financial Adviser
Adviser identifying number: 229494
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2003
Name of the licence holder: THE INTELLIGENT FINANCIAL SERVICES GROUP PTY LTD
Licence number: 228820
Licensee’s ABN: 14006410519
Licence controlled by:
The date the Financial Adviser commenced the appointment: 20/05/2003
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: THE INTELLIGENT FINANCIAL SERVICES GROUP PTY LTD
Authorised Representative identifying number: 228820
Authorised Representative’s ABN: 14006410519
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:
- Batchelor of Business – RMIT
- Batchelor of Business – RMIT
- Cert IV Finance – Mortgage Finance Advisors Assoc
- Cert IV Finance – Mortgage Finance Advisors Assoc
- Experience of 10 Years Submission – Tax Practitioners Board
- Experience of 10 Years Submission – Tax Practitioners Board
- Margin Lending Certification Course – Bankers Trust
- Margin Lending Certification Course – Bankers Trust
- Margin Lending Course – Bankers Trust
- Margin Lending Course – Bankers Trust
Relevant memberships of professional bodies or industry associations:
- Financial Planning Association of Australia (FPA)
- Financial Planning Association of Australia (FPA)
- Tax Practioners Board
- Tax Practioners Board
Nicola Louise Henley is authorised to provide advices on following 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