Bob Nixon

Nixon Financial Services Pty Ltd

Silver
18 Yrs Experience
Gisborne, VIC 3437

Recent reviews

Nixon Financial Services Pty Ltd

23A Hamilton St
Gisborne, VIC 3437

Opening hours

  • 9:00am – 5:00pm Monday

At a glance

  • Adviser status Silver
  • Rating 4.70
  • Number of reviews 22
  • First year providing advice 2004
  • Years of experience 18
  • Highest qualification
    • Bachelor of Commerce
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
My fees
Get in touch

Clients are mapped against a holistic services required scale created by external consultants.

Licensed by

Sentry Advice Pty Ltd

AFSL 227748

4.70
22 Reviews
5
4
3
2
1
4.60
Clear communication
4.65
Knowledge & expertise
4.85
Customer care
4.80
Likely to recommend
Showing reviews 1—10 of 22

Sort by

5.00

"I have used Bob Nixon for financial/superannuation advice for over 20 years and he has always explained in clear jargon-free language all the issues along the way, leaving me with a sense of stability with my finances."

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

"Bob has managed my shares/investments for quite a few years, he is always clear with explanations as to what he suggests be done to improve my investments and returns, which he has successfully done. With the emails, also easy to understand and makes me very confident because I must admit I am 'not up to scratch' with 'all things' shares, and figures show what a great job he has done"

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

"Bob went through my whole portfolio and highlighted investments that needed to be reviewed. He also explained the current situation re Covid 19 and how it has impacted my account in a very understandable manner. After our meeting, I felt my portfolio was in good hands and my best interests were always in the forefront with regards to how we go forward. I am confident my account is as could as it can be in the current climate. I never have any difficulty in arranging a time to discuss any queries with Bob I may have"

  • Socially Responsible
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Bob and his staff take the time to explain and listen to our concerns and needs specific to your existing and future investment outlook that directly impacts you and not just the general population without overwhelming you with extensive knowledge."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Bob gives me and my wife advice on Superannuation and managed fund investments ."

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

"Bob has given us advice in areas including our managed superannuation and investment funds. Bob was usually able to explain things to me in a clear way. Through Bob's knowledge and experience, we feel confident that the advice given was right for our needs. I sometimes received Bob's full care and attention when I needed it."

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

"Over many years Bob has provided exceptional management of my Super Fund and financial advice in many other areas. These include personal shares, taxation, real estate and more recently Aged Care. I have always felt that his advice is genuine and appropriate to my personal profile and that he will always work to ensure the best outcome for my future security. On a personal level I look to Bob as a friend, someone to be relied on when times are tough!"

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Aged Care
  • Cashflow & Income
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Bob has been most helpful recently in joining me in a review of my portfolio. He very carefully explained the reasons why he feels that some changes will be beneficial to my requirements, all of which I completely understood and agreed to. Bob is always willing and eager to help at all times, and with the wealth of experience he has to share I know I am in very safe hands."

  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Bob has always been available when we have needed him. He is always very professional and we have been extremely happy with the way he has advised us. Would not hesitate to recommend him as an adviser."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I would ,and have recommended Bob to friends. He is extremely knowledgable about our finances and we trust him to do what is right for us and our future."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 22

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

  • Government Assistance
  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Margin Lending and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2010

ASIC RG146 (Managed Investments, Self Managed Superannuation Funds and Securities)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2005

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
University of Melbourne (UOM)
Completed
1964

RG 146 (PS 146) Compliant in Generic Knowledge, Financial Planning, Superannuation and Life Insurance

Level
0 - Training / Exam / Other
Institution
Kaplan Professional (prev Tribeca Learning)
Completed
2005
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