Sara Maree Nicholls – Financial Adviser

Adviser identifying number: 344339
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2005

Name of the licence holder: WATERSHED DEALER SERVICES PTY LTD
Licence number: 436357
Licensee’s ABN: 29162693272
Licence controlled by: RNB GROUP PTY LTD

The date the Financial Adviser commenced the appointment: 12/05/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: RNB FINANCIAL PTY LTD
Authorised Representative identifying number: 338810
Authorised Representative’s ABN: 45138009819

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:

• BCOMM – Deakin
• CFP – FPA
• SMSF Specialist Adviser – SPAA

Relevant memberships of professional bodies or industry associations:

• Chartered Financial Analyst Institute (CFA)
• Financial Planning Association of Australia (FPA)

Sara Maree Nicholls 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
• Managed Investment Schemes / MDA Services
• Retirement Savings Account Products
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility