Nicholas Keats

AustralianSuper Pty Ltd

Platinum
21 Yrs Experience
Hobart, TAS 7000

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.

Expertise

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

My fees

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

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.91
  • Number of reviews 33
  • First year providing advice 2003
  • Years of experience 21
  • Highest qualifications
    • Graduate Diploma of Financial Planning
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

AustralianSuper Pty Ltd

Level 5, 39 Murray St
Hobart, TAS 7000
Level 5, 15 Moore St
Canberra, ACT 2601

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Video call
    Video call

Licensed by

Industry Fund Services Ltd

AFSL 232514