Nick Lloyd

Itl Financial Planning

Gold
15 Yrs Experience
Belrose, NSW 2085
As a successful small business owner and an authorised financial planner, I get the opportunity to develop great relationships with my clients and build a successful team. I know how important it is to develop a team of professionals that can provide the best financial advice and service.  At ITL Financial Planning, we have established a reputation built on excellence and sound financial advice which we are incredibly proud of.  As a progressive small business, we continue to improve in all areas of our business to ensure our clients receive the best advice and experience. I specialise in creating direct investment portfolios, retirement planning, estate planning and SMSF’s. My skill set lends itself towards providing excellent outcomes for successful professionals and self-funded retirees however at ITL Financial Planning, my team and I are able to use our expertise to look after a wide variety of clients and add value to most people’s circumstances. At ITL Financial Planning: •             We appreciate your time is valuable; We give you more time by taking away stress and admin. •             We are pro-active. We manage your finances like we would manage our own. •             We do exactly what we say we will do. You can rely on us to make things happen for you. •             We give you choices as not everyone wants to take the same approach. •             We provide you with true peace of mind by being at the forefront of our profession. •             We are boutique. We can offer a truly personal service and go above and beyond. •             We have strong relationships with specialised professionals so we can manage all your affairs. •             We have a track record of being transparent, reliable and trustworthy and; •             We can give you the attention you deserve.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2007
  • Years of experience 15
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Itl Financial Planning

Suite 63, Level 2, 23 Narabang Way
Belrose, NSW 2085

Opening hours

  • 8:00am – 6:00pm Monday – Friday

Licensed by

Fortnum Private Wealth Ltd

AFSL 357306

5.00
1 Review
5
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1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
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5.00

"Feel very comfortable with Nick handling my affairs and going forward into the future. Lyn 2233"

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

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

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2019

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Services Institute of Australasia (FINSIA)
Completed
2008

Diploma of Financial Markets

Level
6 - Advanced Diploma, Associate Degree
Institution
Australian Financial Markets Association (AFMA)
Completed
2006

Bachelor of Commerce (Chemical Engineering)

Level
7 - Bachelor Degree
Institution
The University of Sydney (USYD)
Completed
2001

Self Managed Superannuation Fund (SMSF) Adviser (Personal Advice)

Level
0 - Training / Exam / Other
Institution
Financial Essentials
Completed
2007

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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