Nicholas Munro

Mba Financial Strategists Pty Ltd

Silver
5 Yrs Experience
Unley, SA 5061

Recent reviews

Mba Financial Strategists Pty Ltd

77 King William Road
Unley, SA 5061

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 6
  • First year providing advice 2017
  • Years of experience 5
  • Highest qualification
    • Bachelor of Commerce (Accounting and Finance)
  • Language spoken
    • English

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Budgeting

Licensed by

Amp Financial Planning Pty Ltd

AFSL 232706

5.00
6 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—6 of 6

Sort by

5.00

"Nick worked tirelessly to find an insurer who would cover me in what I considered to be a great medical history. He keep me updated, and always happy to answer my queries. If it wasn’t for Nick I’m not sure I’d have the cover I need for me and my family. Nick is caring and been very focused on my needs. It’s been a pleasure working with him, and hope he gets recognised for the great service he provides. He will be my trusted advisor for many years to come."

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

"Nicholas has given me advice in areas of Superannuation and associated insurances. Nicholas was usually able to explain things to me in a clear way. Through Nicholas's knowledge and experience, I feel Very confident that the advice given was right for my needs. I Usually received Nicholas's full care and attention when I needed it. Nicholas is a great professional and knows his subject matter. He takes great care of his customers and is fantastic to deal with."

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

"Nick has helped me with my inheritance money & has been very impressive in his professional approach to organising how it will work for me & my husband to continue to live comfortably & know we have support for the future. He is a credit to your company."

  • Retirement & Pension
  • Cashflow & Income
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Nick has been outstanding to work with. His advice, guidance and care has been a breath of fresh air. He took the time to get to know me and my goals and then provided clear and easy to understand tailored advice around complex investing, superannuation, risk protection and wealth creation. Nicks advice and strategies work with me and suit my current and future needs without being impeding. His attention to detail and communication have been first class but its his knowledge, expertise and care that has filled me full of confidence and positivity for the future."

  • Superannuation
  • Complex Investments
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Nicholas has been fantastic. He takes time to really qualify what my outcome needs to be, and uses his knowledge and experience to make creative and useful recommendations that I would never have thought of. He always has my best interest at heart and makes me feel assured that he will constantly be looking for a better way to secure my future as well as well as me to understand what is best and why. I highly recommend him and truly thank him for being so passionate and commited to his clients!"

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

"I feel much more confident with my current and future finances and insurances with Nick’s amazing assistance. His communication skills were excellent!"

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—6 of 6

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

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Budgeting

Qualifications & Training

Diploma of Financial Planning (DFP 1-8)

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

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2018

Bachelor of Commerce (Accounting and Finance)

Level
7 - Bachelor Degree
Institution
Flinders University
Completed
2015

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
  1. Opinion
  2. Services
  3. Comment
  4. Questions
  5. Details

Give your opinion

How often could you clearly understand Nicholas's advice and their explanation of how it fitted your needs?

Provide a score between 1 and 5 stars

How often was Nicholas able to give you full care and attention when you've needed help?

Provide a score between 1 and 5 stars

How confident are you that Nicholas's knowledge and experience was broad enough to allow them to choose the best options for your needs?

Provide a score between 1 and 5 stars

How likely would you be to recommend Nicholas to friends and family?

Provide a score between 1 and 5 stars

What is your current relationship with Nicholas?

Choose a relationship

What areas were you advised in?

Choose all relevant areas where Nicholas provided advice

Choose at least 1 relevant area

Add your review comment

0 / 3000 characters
Your review is required and may contain most characters except < and >

A few questions about you

Which best describes you?

Select one of these options

How would you rate your financial knowledge? (optional)

Which age bracket are you in?

Select your age bracket

Your details

First name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Last name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Provide a valid email address, maximum 256 characters
Provide a valid location
Only clients of Nicholas may submit reviews

Thank you for your review!

Please allow up to 72 hours for your review to be visible on the site.

Get in touch with Nicholas Munro
What areas would you like advice about?
Please select one area of advice that this adviser can help you with.

Please enter some details about your selection above to help me give you the best possible response.

Summary may contain most characters except < and >
What is the overall value of your investible assets?

This is optional, but it will allow me to assess what type of advice is appropriate for you.

Again, this is optional, but it will allow me to understand your specific needs.

Is there a language other than English that you need to get advice in?

Do you have any special needs your adviser needs to be aware of?

Special needs may contain most characters except < and >

Your personal details are not used for any purpose than to provide to this adviser.

First name is required, and may contain letters, apostrophes and hyphens
Surname is required, and may contain letters, apostrophes and hyphens
Enter a valid mobile or land-line with area code.
Phone number or email required.
Enter a valid email
Suburb is required, and may contain letters, apostrophes and hyphens