Nikki Lee Everett – Financial Adviser

Adviser identifying number: 1244760
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016

Name of the licence holder: LIFESPAN FINANCIAL PLANNING PTY LTD
Licence number: 229892
Licensee’s ABN: 23065921735
Licence controlled by: Castleguard Trust

The date the Financial Adviser commenced the appointment: 01/07/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: LIFESPAN FINANCIAL PLANNING PTY LTD
Authorised Representative identifying number: 229892
Authorised Representative’s ABN: 23065921735

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 South Australia
• FNS10 Financial Services Training Package – terra cordis

Relevant memberships of professional bodies or industry associations: CPA Australia (CPA)

Nikki Lee Everett is authorised to provide advices on following products:

• Superannuation