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Rick Nicholson

Fortnum Advice Pty Ltd

Bronze
23 Yrs Experience
Wollongong, NSW 2500

I'm proud to have 22 years of financial planning experience under my belt, along with over 36 years of experience in financial services as a whole. I pride myself on the great relationships I’ve built with my clients over the years, with a passion for helping mentor people through the intricate financial advice process. I work closely in areas such as Superannuation, retirement, Centrelink, Aged Care to help my clients create a secure and comfortable future for both them and their families. If you were interested in discussing your position with me, please don't hesitate to contact me directly on 0457 235 399 or email TBC.

Expertise

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies

At a glance

  • Adviser status Bronze
  • First year providing advice 2001
  • Years of experience 23
  • Highest qualification
    • Diploma of Financial Services (Financial Planning)
  • Language spoken
    • English

Fortnum Advice Pty Ltd

33 Ellen St
Wollongong, NSW 2500

Opening hours

  • 9:00am – 6:00pm Monday – Wednesday, Friday

Licensed by

Fortnum Advice Pty Ltd

AFSL 519190