Nick Moustacas

Strategic Wealth Management Financial Planning Pty Ltd

Platinum
20 Yrs Experience
Hurstville, NSW 2220

Recent reviews

Strategic Wealth Management Financial Planning Pty Ltd

Suite 234, Level 3, Building 2, 7-11 The Avenue
Hurstville, NSW 2220

Opening hours

  • 9:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Platinum
  • Rating 4.90
  • Number of reviews 3
  • First year providing advice 2002
  • Years of experience 20
  • Highest qualification
    • Bachelor of Commerce
  • Language spoken
    • English

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting

Licensed by

Count Financial Limited

AFSL 227232

4.90
3 Reviews
5
4
3
2
1
5.00
Clear communication
4.60
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—3 of 3

Sort by

4.75

"Comment from John and Robyn: Not normally prone to writing reviews, we believe more people should know about Nick and his established SWM team at Hurstville. Clients for over 20 years, we find Nick’s professional advice on our taxation issues and financial situation to be exemplary. His independent, no-nonsense, practical approach to any of our emerging issues makes us both feel more confident about our financial futures, each and every time we leave his office. We will continue to use the services of SWM, and have encouraged our own family members to do the same."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Nick has been our adviser for our SMSF and investments for an extended period of time. One of the things I like about Nick and his team is their pro-active approach to tax & super changes, ensuring we're not only compliant but take advantage of anything that would be of benefit."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Long term client Exceptional, above & beyond advice and structural formats 12/10"

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Cashflow & Income
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • 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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Qualifications & Training

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
University of Wollongong (UOW)
Completed
1990

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

SMSF Specialist Advisor (SSA)

Level
0 - Training / Exam / Other
Institution
SMSF Association (SMSFA)
Completed
2011

Certificate of Public Practice

Level
0 - Training / Exam / Other
Institution
Chartered Accountants Australia and New Zealand (CA ANZ)
Completed
1994

Financial Planning Proper Authority Course

Level
0 - Training / Exam / Other
Institution
Financial Services Institute of Australasia (FINSIA) (prev SIA)
Completed
2001

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member

Chartered Accountants Australia and New Zealand (CA ANZ)

Membership type
Associate

SMSF Association (SMSF)

Membership type
SMSF Specialist Advisor
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