Nicole Heales – Financial Adviser
Adviser identifying number: 312479
Status: Current
Adviser’s ABN: 64871906280
The year the Financial Adviser first provided advice: 2007
Name of the licence holder: CAPSTONE FINANCIAL PLANNING PTY LTD
Licence number: 223135
Licensee’s ABN: 24093733969
Licence controlled by:
The date the Financial Adviser commenced the appointment: 20/07/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: CAPSTONE FINANCIAL PLANNING PTY LTD
Authorised Representative identifying number: 223135
Authorised Representative’s ABN: 24093733969
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 Self Managed Superannuation Funds Workshop – Kaplan Professional
- Certificate IV Financial Services (Finance and Mortgage Broking) – NSW TAFE
- Diploma of Financial Advising – Securities Institute of Australia
- Margin Lending and Geared Investments – Kaplan Professional
- Master of Commerce (Financial Planning) with Distinction – University of Western Sydney
Relevant memberships of professional bodies or industry associations: Financial Brokers Association of Australia
Nicole Heales 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
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility