Nicholas Keats

AustralianSuper Pty Ltd

Platinum

21 Yrs Experience

Hobart, TAS 7000

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Having worked as a financial planner for over 20 years, I have a strong and diverse background that can assist clients across many different financial positions and stages of life . I am CFP qualified planner and hold a Graduate Diploma in Financial Planning.

I’ve been in the industry since 2002 and with this organisation for 17 years, providing a deep and clear understanding of the advice industry in general and the industry super spectrum specifically.

I firmly believe that, as a financial planner, the onus of continual education, growth and learning personally should translate into clear, quality support and advice for clients.

Broadly, whilst the planning process generally deals with financial arrangements, advice should ultimately seek to mix diverse (and sometimes competing) strategies to meet YOUR needs.

That is, I see personal advice as a process that should increase your sense of financial control and choice, whilst also seeking to reduce the level of uncertainty many feel when planning for the future.

Government Assistance
Superannuation
Retirement & Pension
Shares & Investments
Redundancy
Cashflow & Income
Tax Strategies
Growing Assets
Wills & Estates

5.00 April 2024

We came across Nicholas from a seminar and seemed to be a planner that spoke at a plain language, easy to understand level. When we met with Nicholas his approach is down to earth, spoke at our level, addressed all the "dumb" questions we had or asked and totally got what we were trying to do. The outcome was a strategy that appealed & made sense to both of us and importantly is do-able. Highly recommended

5.00 April 2024

Nicholas has been assisting us for many years now and cannot thank him enough for his foresight and guidance as we transition into retirement. He is thorough, easy to talk to, competent and most of all listens to our needs and helps us achieve them. Thanks Nic, we looking forward to working with you in the future!

5.00 February 2024

Nicholas provided my wife and I with a comprehensive superannuation/retirement strategy. We were impressed with his knowledge and attention to detail and how he applied this to develop a thorough understanding of our needs as individuals and as a couple. He then produced an excellent plan and organised its implementation. We would enthusiastically recommend Nicholas to anybody wishing to obtain fair and transparent advice.

5.00 January 2024

We highly recommend Nicholas to people who need advice on all matters financial as he has lots of experience and advice to give to his clients with their now and future plans, Nicholas is a great communicator and is very thorough with his presentations and advice that his gives to people. We have been long time clients of Nicholas and are very pleased with all of our dealings and outcomes with working with Nicholas.

5.00 January 2024

I have been very happy with the professional advice Nicholas has given to myself and my husband over the years.

All questions are welcomed.

Nicholas is very knowledgeable in this area of work. He makes you feel comfortable.

I have no hesitation to highly recommend Nicholas his service to anyone.

Adviser status Platinum
Rating 4.91
Number of reviews 34
First year providing advice 2003
Years of experience 21
Highest qualifications
- Graduate Diploma of Financial Planning
- Certified Financial Planner (CFP)
Language spoken
- English