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 GROUP PTY LTD
Licence number: 477543
Licensee’s ABN:
Licence controlled by:

The date the Financial Adviser commenced the appointment: 02/06/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: THE INTELLIGENT FINANCIAL GROUP PTY LTD
Authorised Representative identifying number: 477543
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:

  • 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:

  • 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