Nick Little

Professional Private Wealth

Silver
15 Yrs Experience
Elsternwick, VIC 3185

Nick’s joined the Financial Planning industry in 2007 and has a breadth of experience that enables him to provide financial solutions targeted to what matters most to his clients. He is dedicated to listening to his clients’ goals, expectations and concerns and providing financial advice explained in plain language.

A private wealth experience offered to all clients is based on five key principles:

Trust;

Specialist Expertise;

Quality service;

Value for money; and

Privacy

Nick’s advice covers a wide range of client circumstances, from simple to complex financial solutions. His passion is wealth creation and preservation, while understanding that people want to make money in a secure fashion.

Nick Little is an Authorised Representative (AR No. 1003855) of Professional Private Wealth Pty Ltd. Advice is provided by him through Professional Private Wealth Pty Ltd, a Corporate Authorised Representative (AR No. 1277607) of Future Private Wealth Pty Ltd ABN 42 644 103 417 AFSL 527243.

Nick’s qualifications include:

Master of Applied Finance (Financial Planning);

Bachelor of Business (Banking & Finance);

Graduate Diploma of Financial Planning;

Graduate Diploma of Applied Finance;

Accredited Aged Care Professional ®; and

Accredited Listed Product Adviser (ASX ALPA).

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Redundancy
  • Aged Care
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients. Get in touch

My fee structure is completely transparent, meets all regulatory requirements and will be fully explained to you before you incur any costs.

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 6
  • First year providing advice 2009
  • Years of experience 15
  • Highest qualification
    • Master of Applied Finance
  • Language spoken
    • English

Professional Private Wealth

28 Riddell Parade
Elsternwick, VIC 3185

Opening hours

  • 8:00am – 5:30pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Future Private Wealth Pty Ltd

AFSL 527243