Steve Nicholas

Stratus Financial Group Ltd

Silver
16 Yrs Experience
Brisbane, QLD 4000

Recent reviews

Stratus Financial Group Ltd

Level 3, 235 Edward Street
Brisbane, QLD 4000

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 42
  • First year providing advice 2006
  • Years of experience 16
  • Highest qualifications
    • Graduate Diploma of Applied Finance and Investment
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Licensed by

Fortnum Private Wealth Ltd

AFSL 357306

5.00
42 Reviews
5
4
3
2
1
4.95
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—10 of 42

Sort by

5.00

"Stephen has given us clear and comprehensive advice in areas such as self managed superfunds, buying and selling of shares and any other areas necessary such as insurances and managing debt. We feel confident in his advice and his care and attention in our meetings and phone calls."

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

"I appreciate the professionalism of Stephen Nicholas in managing my superannuation and investment portfolio. He has provided a sound understanding of my financial position in a friendly and professional manner and, along with Angela, has assisted me through a challenging change in my life. It has been reassuring to know Stephen and Angela Nicholas are available to promptly answer any queries and to provided guidance. I highly recommend Stephen as a financial adviser."

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

"Stephen has given me advice relating to my superannuation. I am very confident in the advice that Stephen has provided me. His advice is well explained and easily understood. He takes the time to review my situation with me and is very supportive."

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

"Steve has been our Financial Adviser for many years. We have increased our meetings with Steve to half yearly in recent years. We are both in our 40s and with Steve's advice and assistance we have set our sights on retiring in our mid-50s. Steve has helped us to set realistic financial and life goals for the short to medium term as well as the long term. Through Steve's help we have changed our super funds to match our investment goals. Steve has also assisted us with ensuring our income protection insurance and TPD are relevant and up-to-date, the awareness we now have around insurance gives us complete peace of mind financially should the unthinkable happen. Thank you Steve for all that you continue to do for our family."

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

"Stephen's industry knowledge, professional approach and personable nature always instills full confidence that my financial wellbeing is in the best of hands. From income protection to superannuation investment to planning for retirement, Stephen is always looking for ways to modify my short and long term financial strategies for maximum effect. I thoroughly recommend Stephen and his wonderfully supportive team, Angela and Tran."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Stephen and his team have always been on hand to help answer any questions I may have had over the years, and I have always felt extremely comfortable with the advice that has been offered. Any queries I may have put to him have always been answered clearly and understood by me."

  • Government Assistance
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have found Steve to be very genuine and focused on my situation. I trust his expertise and feel safe in accepting his financial recommendations. I appreciate his advice has been developed through his long experience in the financial sector and am confident that he is a reliable adviser not only for the good times, but also when the financial climate is less certain."

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

"Stephen has been advising me for over a year now, in that time he has ably assisted me with setting up an income protection policy that was perfectly tailored to my needs. He has also setup a group of managed funds for me within a complex trust structure. Stephen’s advice has always been easy to understand and well presented. Stephen and his team always go out of their way to make themselves accessible for any assistance that I might require."

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

"We have been associated with Steve and his team for many years managing our financial affairs and transition to retirement. We have always been provided with excellent advice and service, particularly navigating the challenging market during the pandemic. We have nothing but high praise for Steve’s professionalism, knowledge and communication. Our review sessions are always well prepared, thorough, fully explained and easy to understand. We would highly recommend Steve and feel very satisfied and secure with his professional ongoing advice and management of our financial portfolio."

  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"My ex-partner and I separated in 2018 and in the 2 years that it took to separate the assets Steve, Tran and Ange have been brilliant. Not only with the financial side of things but the support I received emotionally from them all is something I cannot thank them enough for. Since the final settlement Steve has changed a few of my assets and I am happy with the outcome. Steve is highly informative and keeps the information on a level I can understand. I would recommend Steve’s services to anyone who wishes to gain more knowledge on financial issues and a portfolio that will add contentment and security for the future."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 42

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

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

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

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

Accredited Listed Product Adviser (ALPA)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2008

Graduate Diploma of Applied Finance and Investment

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Services Institute of Australasia (FINSIA) (prev SIA)
Completed
2000

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Services Institute of Australasia (FINSIA) (prev SIA)
Completed
2003

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011
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