Nicholas Thomas

First Financial Pty Ltd

Gold
11 Yrs Experience
Melbourne, VIC 3000

Recent reviews

First Financial Pty Ltd

Level 2, 90 Collins St
Melbourne, VIC 3000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Gold
  • Rating 4.65
  • Number of reviews 3
  • First year providing advice 2011
  • Years of experience 11
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Licensed by

First Financial Pty Ltd

AFSL 481098

4.65
3 Reviews
5
4
3
2
1
5.00
Clear communication
4.15
Knowledge & expertise
5.00
Customer care
4.50
Likely to recommend
Showing reviews 1—3 of 3

Sort by

5.00

"Nick has given clear, distinct advice on managing my super. he listens well, explains options based on his and company knowledge and puts the chosen strategies into place. I receive regular updates and help whenever needed."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"We are very happy with the service that Nick provides. He communicates clearly and acts promptly. We are confident that he has a good understanding of our needs and way of thinking and is doing a great job of looking after our investments and would have no hesitation in recommending him."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Complex Investments
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Nick has always made himself available when we have needed assistance. His periodic reports have always been clear and he has explained them to our satisfaction. He always shows patience when we have queries about the asset allocation and performance report. We are happy with his performance and he is a very pleasant person to deal with. Brian & Barb Seymour"

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • 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

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Growing Assets

Qualifications & Training

Bachelor of Commerce (Financial Planning, Finance and Sports Management)

Level
7 - Bachelor Degree
Institution
Deakin University
Completed
2008

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2015

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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