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- Financial Advisers Australia (FAA)
- Gregory Shane Nicholls
Gregory Shane Nicholls
- Name
- Gregory Shane Nicholls
- ID
- 1248115
- ABN
- –
- First Provided Advice
- 2016
- Restrictions
- Advice is limited to Superannuation and Strategies and Deposit and Payment Products. Financial advice is limited to:- 1) Providing personal advice on the establishment, structuring, retention or termination of a Self-Managed Superannuation Fund SMSF.2) Pension strategy within (SMSF) including Transition to Retirement income stream strategies.3) Making contributions to superannuation or paying benefits from a SMSF.4) Advise on contributing to superannuation and to receiving benefits from SMSF - no specific superannuation products or advise on switching or replacing a superannuation product. 5) Provide personal advice on a basic deposit products to the extent that they are necessary to set up a SMSF (e.g. to recommend and establish an appropriate cash account for a new SMSF)."
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 1995 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Flinders University of SA
- 1998 - CPA Program - Professional Designations - CPA Australian Society
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
- CPA Australia (CPA)
- Chartered Accountants Australia and New Zealand (CA ANZ)
- Tax Practitioners Board
- The Tax Institute
Licencee
- Status
- Current
- Licence Holder
- Thornton Group (australia) Pty Limited (#223670)
- Commenced
- Nov. 15, 2019
Skills
- Provide Financial Product Advice - Carbon Credits/Carbon Unit
- Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
- Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
- Provide Financial Product Advice - Derivatives
- Provide Financial Product Advice - Derivatives/Derivatives - Wool only
- Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
- Provide Financial Product Advice - Derivatives/Derivatives - Grain only
- Provide Financial Product Advice - Foreign Exchange Contracts
- Provide Financial Product Advice - Government Debentures, Stocks or Bonds
- Provide Financial Product Advice - Life Products/Investment Life Insurance Products
- Provide Financial Product Advice - Life Products/Life Risk Insurance Product
- Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
- Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
- Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
- Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
- Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
- Provide Financial Product Advice - Managed Investment Schemes/MDA Services
- Provide Financial Product Advice - Retirement Savings Account Products
- Provide Financial Product Advice - Securities
- Provide Financial Product Advice - Superannuation
- Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
- Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
- Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
- Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
- Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
- Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
- Provide Financial Product Advice - FHSA Issued non ADI
- Old Law Securities Options Contracts and Warrants Securities
- Old Law Futures Contracts and Warrants
- Managed Investment Schemes (Registered or Unregistered)
- Securities – Debentures Managed Investment Schemes
- All Securities