I have over 15 years experience as a Financial Adviser and over 19 years experience in the Financial Services Industry and I am a current member of the Association of Financial Advisers (AFA). I enjoy the challenges of developing financial strategies that assist people take control of their financial future. Whilst I deal with a wide range of clients across many age groups and stages in life, I specialise in providing advice to accumulator clients (up to the age of 67), providing these clients with tailored strategies for cash flow management, growing their assets and protecting their families through insurance advice. I pride myself on developing excellent working relationships with my clients and I like to break down the often confusing jargon used in the financial industry, by explaining it in a way that is easier to understand. Whilst not working, I enjoy jogging, cycling, watching my local/AFL footy teams and spending time with friends and family.
Nick did not rush the appointment through. He took plenty of time to explain things clearly. We both felt valued and respected. Nick explained things in terms we could understand. My husband and I both felt really confident in Nick's expertise.
Nick is always on the lookout for my best interests. He will contact me to notify me of current possible positive changes to my portfolio that are to my benefit. 'Portfolio language' understanding does not come easy to me, yet he makes it completely the terms and options understandable and ensures I am comfortable with the options he is presenting before I commit to any decision making process. I would highly recommend Nick to any persons wishing to seek a trustworthy and highly knowledgeable advisor.
- Adviser status Gold
- Number of reviews 2
- First year providing advice 2006
- Years of experience 17
- Bachelor of Commerce
ALA Partners41York Street
Launceston, TAS 7250
- 8:30am – 5:00pm Monday – Friday
Fortnum Private Wealth Ltd