I have been a part of the finance industry since 2007 and working as an adviser since 2015, which has helped me grow my passion for financial planning and provided me with the necessary skills to ensure the best possible outcome for my clients. As an adviser, I believe it is crucial to achieve the goals and objectives for my clients, but also to increase their financial literacy, so that our relationship can become stronger and more engaged, moving through the various stages of life. My mission is to provide clarity and peace of mind to all of my clients regarding their future and the future of their family, to ensure they achieve the lifestyle they deserve.
My wife and I were searching for an advice professional to help plan our transition to retirement. A friend mentioned their positive experience with Nick so we reached out and Nick was quick to accomodate a meeting. Nick took the time to listen to our story and understand what was important to us. I cannot recommend Nick highly enough for his professionalism, patience and his ability to truely understand our goals.
Nick was able to help me achieve my financial goals through his professional advice and understanding. His knowledge and expertise really helped me understand my situation, he was always professional in his approach and was available when I needed his assistance.
I can not thank Nick enough for what he has done for me and my portfolio over the years! Highly recommended him.
Nick has been an essential asset in helping me understand and implement financial strategies to get me where I want to be. Nick's knowledge and expertise across a range of finance matters is fantastic. He demonstrated an eagerness to understand how he can provide the best advice for me and continues to do so as my situation has evolved. Overall, Nick has been great to deal with and I can't thank him enough.
Nick was always professional and took the time to understand my situation, ensuring the advice was right for me. He communicated clearly and was able to also help me improve my own understanding of the financial products and strategies being advised to me. Highly recommended.
Nick really understood my financial needs as a client and ensured that my advice met all my needs. He was able to help me achieve financial goals I never thought would be possible. Thanks Nick!
- Adviser status Silver
- Number of reviews 6
- First year providing advice 2015
- Years of experience 8
- Bachelor of Commerce (Financial Planning)
Finance ControlLighthouse Lane Shop 3DD, 145-149 King Street
Warrawong, NSW 2502
- 9:00am – 5:30pm Monday – Friday
- In person
- Video call
Lfc Group Pty Limited