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Stephen Nielsen

 Stephen Nielsen

Share profile:
50 Sanders Street Suite 6, The Hyper Centre
Upper Mount Gravatt
QLD
4122
AU

Overview CONTACT THE ADVISER

Stephen Nielsen Stephen Nielsen

total Reviews

24

Experience

10yrs

Status

Platinum

Overall Adviser Rating

95%

Average Customer Rating

95%

Percentage of Positive Reviews

84%
Introduction

We are a Brisbane based financial planning practice that has over twenty-five years of history though our predessessor firms Henderson Financial Services and Ellis Gibson Financial Planning Services. Over this time the practice has been built on the strength of the ongoing service that we provide to our clients, particularly through our Financial Planning Service (or ongoing management) programme. This service continues today due to the firm foundations laid through the years. About Steve Nielsen Steve has over twenty-five years experience in the financial services industry. Over the last twenty years in financial planning both as a financial planner himself, and also running the management and development of Financial Planners and other holders of letters of authority in geographic teams.

Company:

Ascent Wealth Management Pty Ltd
Ascent Wealth Management Pty Ltd

Licensee:

Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your advisers requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee HERE

Licensee Owned By:

National Australia Bank Limited
National Australia Bank Limited
Expertise
Building SuperBuilding Super
Insurance & ProtectionInsurance & Protection
Managing DebtManaging Debt
Centrelink BenefitsCentrelink Benefits
Preparing for RetirementPreparing for Retirement
Self Managed Super FundsSelf Managed Super Funds
Estate PlanningEstate Planning
Aged CareAged Care
Small Business AdviceSmall Business Advice
Eco Friendly InvestmentsEco Friendly Investments
My fees
  • Free Initial Consultation
  • Free General Advice
  • Personal Advice starting from $1,100
  • Ongoing Advice starting from $1,100

Link to my full pricing can be found in my Financial Services Guide

Latest Customer Reviews (3 of 24 total)See all

"Very happy has meet my expection"

John, 65+ 31 Jan 2017

"Steve is very personable and dependable, and I recommend him to anyone seeking an honest and competent financial adviser. He listens to concerns and quickly identifies the crux of an issue and how to work towards its resolution. He always follows up on recommendations, remembers past concerns and returns to an issue as often as necessary to settle it. He is patient and assists clients to make their own decisions without applying pressure."

Donald, 65+ 15 Jul 2015

"We have been clients of Steve for a number of years and have always appreciated his honest, sound and responsible advice - as I tell him (and those who ask who is our financial adviser) he would be the second phone call I would make if I was to lose my husband! I also appreciate his social conscience and his love of his family and his need to not only provide for them but to be the best role model he can be. Karan 4069"

Karan, 56-65 15 Jul 2015

History & Qualifications CONTACT THE ADVISER

Awards
  • National Winner, Association of Financial Advisers, Excellence in Education Award (2016)
Years of experience
  • 10 years total experience

My Videos CONTACT THE ADVISER

Ross shares his experiences with Ascent Wealth Management over eight years of association.
Ash shares his experiences as a client and the importance of appropriate personal insurances .
Who is Ascent Wealth Management?

Location & Contact

Get in contact

Contact me via:

Preferred contact time:

Additional comments


Contact details

Suite 6, The Hyper Centre
50 Sanders Street, Upper Mount Gravatt
QLD 4122 Australia

Office hours

Monday:   9AM to 5PM
Tuesday:   9AM to 5PM
Wednesday:   9AM to 5PM
Thursday:   9AM to 5PM
Friday:   9AM to 5PM

Other address

Suite 6, The Hyper Centre
50 Sanders Street, Upper Mount Gravatt
QLD 4122 Australia

Customer Reviews CONTACT THE ADVISER

  • 0% Negative Reviews
  • 100% Positive Reviews
  • 98% Average Reviews
  • 24 Total Reviews
John, 65+31 Jan 2017
Expand
Overall customer rating
94%
- Communication
100%
- Knowledge & Expertise
75%
- Customer Care
100%
- Recommendation
100%

"Very happy has meet my expection"

Donald, 65+15 Jul 2015
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Steve is very personable and dependable, and I recommend him to anyone seeking an honest and competent financial adviser. He listens to concerns and quickly identifies the crux of an issue and how to work towards its resolution. He always follows up on recommendations, remembers past concerns and returns to an issue as often as necessary to settle it. He is patient and assists clients to make their own decisions without applying pressure."

Karan, 56-6515 Jul 2015
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"We have been clients of Steve for a number of years and have always appreciated his honest, sound and responsible advice - as I tell him (and those who ask who is our financial adviser) he would be the second phone call I would make if I was to lose my husband! I also appreciate his social conscience and his love of his family and his need to not only provide for them but to be the best role model he can be. Karan 4069"

William, 13 Jul 2015
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"We have found Steve to be of excellent value and peace of mind for us as we head towards retirement. We love the way that we can discuss all aspects of our money situations with him as he is so completely trustworthy. We would recommend Steve to anyone needing money management advice. "

Jan, 65+17 Jun 2015
Expand
Overall customer rating
90%
- Communication
80%
- Knowledge & Expertise
80%
- Customer Care
100%
- Recommendation
100%

"I have always found Stephen and Katrina, pleasant, understanding and helpful. I have dealt with this business throughout and before my retirement in 2007. I am always happy to recommend Ascent Wealth to other people."

daryl, 65+02 May 2015
Expand
Overall customer rating
96%
- Communication
96%
- Knowledge & Expertise
96%
- Customer Care
96%
- Recommendation
96%
Andrew, 46-5502 May 2015
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Steve and the team go above and beyond to assist me and always have my best interests in mind. "

Michael, 65+29 Apr 2015
Expand
Overall customer rating
99%
- Communication
98%
- Knowledge & Expertise
98%
- Customer Care
100%
- Recommendation
100%
Ross, 65+27 Apr 2015
Expand
Overall customer rating
99%
- Communication
98%
- Knowledge & Expertise
98%
- Customer Care
100%
- Recommendation
100%
Catherine, 35-4525 Apr 2015
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%
Dianne/Benito, 65+22 Apr 2015
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"We feel that we are being helped by a trusted friend. Nothing is too much trouble and we enjoy our meetings with Stephen and his assistant Katrina Carey. We have absolutely no complaint with their handling of our funds and are always pleasantly surprised with the results."

peter, 65+22 Apr 2015
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I find steve and staff very helpful with my investments."

Ken , 56-6519 Apr 2015
Expand
Overall customer rating
98%
- Communication
95%
- Knowledge & Expertise
95%
- Customer Care
100%
- Recommendation
100%

"very easy to talk to. easy to understand and willing to help."

Julie, 56-6517 Apr 2015
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Professional. Friendly. Caring.Steve & Katrina have been exceptional in reviewing our portfolio,keeping us up to date in market trends (via newsletters), acting on our instructions and advising us (including our children) on many aspects of future planning. They have been gracious ,very understanding and compassionate as we have faced a multitude of family and personal problems. "

Cherie, 35-4517 Apr 2015
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Extremely pleased with the professional nature of our relationship and the depth and breadth of financial knowledge to support my financial plans. "

Robert, 56-6517 Apr 2015
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Steve and Katrina at Ascent Wealth Management have provided an excellent service to me over many years."

Larry, 65+16 Apr 2015
Expand
Overall customer rating
97%
- Communication
94%
- Knowledge & Expertise
94%
- Customer Care
100%
- Recommendation
100%
Fred, 65+16 Apr 2015
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"We have dealt with Steve for many years and have total confidence in him"

Andrew, 46-5516 Apr 2015
Expand
Overall customer rating
93%
- Communication
87%
- Knowledge & Expertise
87%
- Customer Care
100%
- Recommendation
100%

"Steve has always been friendly and polite whenever he has dealt with me. Whenever I need to ask questions, he never has any issues answering them."

Alan, 65+15 Apr 2015
Expand
Overall customer rating
99%
- Communication
98%
- Knowledge & Expertise
98%
- Customer Care
100%
- Recommendation
100%

"Stephen knows his business; behaves with great integrity and is always calm, courteous and steady"

1 2
       

Vouch for & Skills Ranking CONTACT THE ADVISER

Number of advisers who vouch for the integrity of this adviser

0

Top 5 Skills (as rated by customers)


#1
Preparing For Retirement
STRENGTH
4
Customers

#2
Building Super
STRENGTH
3
Customers

#2
Savings Investment
STRENGTH
3
Customers

#2
Tax Effective Strategies
STRENGTH
3
Customers

#3
Estate Planning
STRENGTH
2
Customers

#3
Household Budgeting
STRENGTH
2
Customers

#4
Aged Care
STRENGTH
1
Customers

#4
Insurance Protection
STRENGTH
1
Customers

#4
Self Managed Super Funds
STRENGTH
1
Customers

x

Overall rating

100%

Stephen Nielsen

Company: Ascent Wealth Management Pty Ltd

Download detailed report card


How is this calculated?

The overall rating is determined by a combination of the professional bodies Stephen Nielsen is a member of and in what capacity, the licensee or company of Stephen Nielsen and customer reviews (see detailed rating system)

We then help you differentiate each adviser based on qualifications, compliance and experience, giving each a score out of 100. The quality of advice and customer satisfaction percentages are determined by the customers of Stephen Nielsen (see report card scoring)

Qualifications: 100%

Compliance: 79%

Experience: 100%

Quality of Advice: 97%

Customer Satisfaction: 100%