You are here

Home » Financial Adviser

Financial Advisers: NICHOLAS GEORGE GEORGIOU Information

This is the detailed information about NICHOLAS GEORGE GEORGIOU, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000285886, the year the Financial Adviser first provided advice is 2014 (YYYY), the name of the register the record belongs to Financial Advisers. This data update on: 2020-10-28 16:55:38.

Financial Adviser Number: 000285886
Financial Adviser Name: NICHOLAS GEORGE GEORGIOU
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 2014
Adviser Town: FLINDERS PARK
Adviser Country: Australia
Adviser Town: Flinders Park
Adviser State: SA
Adviser Country: Australia
  1. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Ceased
    Name of the licence holder: GWM ADVISER SERVICES LIMITED
    Licence Number: 000230692
    Licence ABN: 96002071749
    The company(ies) or people who control the licensee's business: MLC WEALTH LIMITED ~ NATIONAL AUSTRALIA BANK LIMITED
    The date the Financial Adviser commenced the appointment: 2005-03-08
    The date the Financial Adviser ceased the appointment: 2020-04-17
    Authorised Representative Name: GWM ADVISER SERVICES LIMITED
    Authorised Representative Number: 000230692
    Rep Appointed ABN: 96002071749
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Advanced Diploma Financial Services (Financial Planning) FNS60402 - Kaplan Australia ~ Diploma Financial Services (Financial Planning) FNB50802 - MLC ThreeSixty ~ RG146 Margin Lending - MLC ThreeSixty
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Association of Financial Advisers (AFA)
  2. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Current
    Name of the licence holder: SHARTRU WEALTH MANAGEMENT PTY LTD
    Licence Number: 000422409
    Licence ABN: 46158536871
    The date the Financial Adviser commenced the appointment: 2020-04-20
    Authorised Representative Name: SHARTRU WEALTH MANAGEMENT PTY LTD
    Authorised Representative Number: 000422409
    Rep Appointed ABN: 46158536871
    Fin Deposit and Payment Products/Non-basic Deposit Products: 1
    Fin Life Products/Investment Life Insurance Products: 1
    Fin Life Products/Life Risk Insurance Products: 1
    Fin Managed Investment Schemes, including IDPS: 1
    Fin Retirement Savings Account Products: 1
    Fin Securities: 1
    Fin Superannuation: 1
    Fin Margin Lending Facility/Non-Standard Margin Lending Facility: 0
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Advanced Diploma Financial Services (Financial Planning) FNS60402 - Kaplan Australia ~ Diploma Financial Services (Financial Planning) FNB50802 - MLC ThreeSixty ~ RG146 Margin Lending - MLC ThreeSixty
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Association of Financial Advisers (AFA)

Click here to purchase Australia company credit reports, helping you understand the target company's background, financial status, risk assessment, and other key information to provide strong support for your business decisions.



Data Dictionary

The company(ies) or people who control the licensee's business: They can sometimes be a majority shareholder or able to control votes at meetings or board composition.
Disciplinary action type: Disciplinary action type. ASIC has regulatory powers in relation to financial advisers and can ban individuals from providing financial product advice.
Fin, e.g: Fin Carbon Credits/Carbon Unit, means Provide Financial Product Advice - Carbon Credits/Carbon Unit. The following logic is applied to product authorisation codes. IF Financial Adviser is authorised to provide advice on this product AND their status equals current THEN show 1 ELSE show null. Product Authorisations are for current Financial Advisers only, null values are used for ceased Financial Advisers.
If more than one entry exists they will be concatenated together and separated by a tilde.