Nicholas Bregolin

Cbd Advisory

Silver
7 Yrs Experience
Bondi Junction, NSW 2022

Recent reviews

Cbd Advisory

Suite 1501A Level 15 Westfield Tower 2, 101 Grafton St
Bondi Junction, NSW 2022

Opening hours

  • 8:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Silver
  • Rating 4.95
  • Number of reviews 19
  • First year providing advice 2015
  • Years of experience 7
  • Highest qualification
    • Advanced Diploma of Financial Planning
  • Language spoken
    • English

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Financial Hardship
  • Redundancy
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

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

The initial fee is in relation to the cost of providing my expertise, strategic thought, product recommendations and implementation of recommendations as necessary. Ongoing advice fees allow us to provide you with monthly administration of accounts, open line of communication, review of all account changes, ongoing management and regular reviews. We charge flat fees or percentage based fees for our ongoing services (we allow flexibility in how fees are determined). The fee is dependent on a variety of factors including frequency of review meetings, complexity of administration and management and frequency of regular reporting and updates.

Licensed by

Asvw Financial Services Pty Ltd

AFSL 446176

4.95
19 Reviews
5
4
3
2
1
5.00
Clear communication
4.95
Knowledge & expertise
5.00
Customer care
4.85
Likely to recommend
Showing reviews 1—10 of 19

Sort by

5.00

"Nick provided me with relevant, succinct and detailed information regarding my income protection claim. Nick facilitated the process in a stress free manner and communicated the relevant requirements and medical reports in a timely and efficient manner. Nick regularly kept me in the loop once the claim was submitted with the relevant documentation and medical report. His advice and guidance was always professional and met my needs."

  • Government Assistance
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Nick was a pleasure to deal with - showed an in-depth knowledge of superannuation investments. He is always professional, courteous and I cannot recommend Nick highly enough!"

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Nick has provided me with alternative strategies towards moving into retirement. My primary goal was to maximise my income early into retirement and taper that as my personal expenditure needs were reduced as I aged. Nick most importantly 'listened' and 'heard' my requirements, which included being aware that I was moderately risk adverse. Nick provided me with a plan exactly as I had envisioned. His explanation of the 3 different scenarios to retirement I had asked him to review were considered detailed and when I asked questions he clarified points without any patronising tone. Nick engaged fully with me and instilled confidence in me taking on the changes I have made and I have felt like a valued client."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"'Nick is always prompt with his correspondence and thorough. Nick has given me advice on life insurance products, income protection insurance, trauma cover, TPD insurance etc. Nick always explains difficult financial situations in a simple way. I am very confident in Nick's approach to my insurance cover needs'"

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I am a new client of Nick and was incredibly impressed with his level of expertise and organisation when we first met. From this meeting, Nick has been 100% available to me and my husband around any secondary questions that arose after our first meeting. If I'd forgotten some information, I'd ask and Nick would respond within the day. Nick is enthusiastic and driven and we are so happy to be his new clients and to have a clear road map ahead around how to manage our finances."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Borrowing
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Nick has been the upmost professional throughout all of our dealings possessing the unique ability to explain extremely complex concepts in an easy to understand, user-friendly manner. I would not hesitate to recommend Nick to anyone seeking financial advice, particularly in relation to insurance, superannuation and taxation."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Small Business Advice
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Nick provided a huge amount of help for me through the process of adjusting my income protection insurance. This involved a thorough level of research into available options, with my best interests at the core. Nick was able to explain things in a clear way and I'm confident the advice was right for my needs."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Nick displayed a very high level of knowledge about the subject matter i was seeking advice from and was able to complete the requested tasks in a very prompt and professional manner"

  • Superannuation
  • Insurance Protection
  • Borrowing
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Nick has given me sound advice in a very clear and easy to understand way. I had quite a few questions for him and he was available to answer all questions in very clear and concise way with more than enough detail for me to make well informed decisions. I feel very confident that Nick has provided me with the right advice that is aligned to current needs but also protecting myself for the future."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Nick was concientious in providing a methodical review of my exisiting insurance policies (Life, TPD) to provide a comparison of the policies I had in place with those that I could obtain. He also took into account my existing health cover to come up with the best solution. I found it difficlut to do a review of the policies I had by myself and it should be no surprise that they were not fit for purpose once a review had been done. With Nick's help, I now have a set of policies that meet my objectives and that have also been reviewed by an industry professional. Nick did a great job and I am very grateful."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 19

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Expat Finance
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Diploma of Commerce

Level
5 - Diploma
Institution
Sydney Institute of Business and Technology (SIBT)
Completed
2007

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2014

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2017

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2016

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member
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