Financial Adviser · SURREY HILLS, VIC

Nicholas George Horsley

SURREY HILLS, VIC
8 Years experience
Tax advice
authorised
ASIC Registered · ADV 001273059
Licensee
Surrey Hills, VIC (licence address on ASIC register)

About Nicholas George Horsley

Nicholas George Horsley is a financial adviser based in Surrey Hills, Victoria, with 8 years of experience in the financial services industry since 2018. Nicholas is currently authorised under Roskow Independent Advisory. Nicholas holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Nicholas's qualifications include a Certified Financial Planner from FPA. Nicholas is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2018
Advanced Diploma in Financial Planning
Monarch Institute
2018
Diploma of Financial Planning
Monarch Institute
2020
Graduate Diploma in Financial Planning
University of New England
2022
Certified Financial Planner
FPA

Registration History

Aug 2021 - Present Current
Dec 2018 - Apr 2019 Ceased
Advice on superannuation excludes self managed superannuation funds.

Source: ASIC Financial Advisers Register