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.
Always able to be contacted in some form or other!
Be wary if you’re not computer literate as it may be a bit of a struggle to get documentation thru !
The most vital need I had was to understand the strategy of my superannuation management. From our first meeting, i could understand everything that Nicholas told me. If I had a question, he clearly listened carefully and responded perfectly. His communication style is clear and concise.
Nicholas clearly had a sound working knowledge of financial management and his company products. Furthermore, he was aware of tax implications and estate planning to ensure my optimum financial security.
Extensive experience in the industry was evident in the confident reassuring style in which Nicholas described the proposed plan. Better than that, Nicholas followed up with regular communication after implementation.
I could not speak more highly of Nicholas. Thank you!
We have been dealing with Nicholas for a few years now. He has always been extremely approachable and happy to explain all the issues as necessary, even a number of times as we are complete numpties! Nicholas has a very relaxed and easy going approach which made us feel comfortable in his hands. He has a broad knowledge base and is always up to date with any changes affecting us. We would thoroughly recommend his services to anyone.
We met Nicholas at an Australian retirement sponsored mini conference, enjoyed his down to earth advice and presentation so we booked a one-on-one meeting and went from there. Nicholas was always informative in a language we understood. His strategies and predictions were much better than we had thought they were to be. His attention to our worries and needs was first class and was always able to return emails promptly. Our income strategies began last week and we couldn't be happier. I have already given his details to a friend. Thankyou Howard and Margaret
Nicholas provided timely and informed advice and helped me to realise my retirement earlier than originally planned. He is very approachable and responded to my email enquiries promptly.
- Adviser status Platinum
- Number of reviews 27
- First year providing advice 2003
- Years of experience 20
- Graduate Diploma of Financial Planning
- Certified Financial Planner (CFP)
AustralianSuper Pty LtdLevel 5, 39 Murray St
Hobart, TAS 7000 Level 5, 15 Moore St
Canberra, ACT 2601
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Industry Fund Services Ltd