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.
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.
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.
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.
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.
Stratus Financial Group Pty LtdLevel 3, 235 Edward Street
Brisbane, QLD 4000
- Adviser status Platinum
- Number of reviews 42
- First year providing advice 2006
- Years of experience 17
- Graduate Diploma of Applied Finance and Investment
- Graduate Diploma of Financial Planning
Fortnum Private Wealth Ltd