Nic Yorston

Invest Blue Pty Ltd

Gold
5 Yrs Experience
Malvern, VIC 3144

Recent reviews

Invest Blue Pty Ltd

Suite 319, 25 Milton Parade
Malvern, VIC 3144

At a glance

  • Adviser status Gold
  • Rating 4.60
  • Number of reviews 3
  • First year providing advice 2017
  • Years of experience 5
  • Highest qualifications
    • Bachelor of Commerce (Finance and Financial Planning)
    • Bachelor of Commerce (Economics)
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Margin Lending
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Licensed by

Amp Financial Planning Pty Ltd

AFSL 232706

4.60
3 Reviews
5
4
3
2
1
4.60
Clear communication
4.60
Knowledge & expertise
4.60
Customer care
4.60
Likely to recommend
Showing reviews 1—3 of 3

Sort by

5.00

"Nic has a friendly professional attitude to dealing with us the client. He makes you feel that you matter and takes the time to ensure that you understand the issues and why he may be suggesting certain strategies."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.00

"Very pleasant and easy to talk to. Gave straight answers to my questions. Overall a good experience for me."

  • Government Assistance
  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"A skilful young man ,( obviously well educated) knowledgeable, eloquent & with quite a professional approach.Knows his stuff,hence full of confidence.Eager to satisfy his clients. Nic has great potential to be the very best in his field"

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—3 of 3

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Deakin University
Completed
2020

Bachelor of Commerce (Finance and Financial Planning)

Level
7 - Bachelor Degree
Institution
Deakin University
Completed
2015

Bachelor of Commerce (Economics)

Level
7 - Bachelor Degree
Institution
Deakin University
Completed
2014

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member
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