Nick Webb

Stonehouse Financial Partners Pty Ltd

Gold
11 Yrs Experience
Brisbane City, QLD 4000

Recent reviews

Stonehouse Financial Partners Pty Ltd

Level 20, 110 Mary St
Brisbane City, QLD 4000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Gold
  • Rating 4.95
  • Number of reviews 7
  • First year providing advice 2011
  • Years of experience 11
  • Highest qualifications
    • Master of Business Administration
    • Master of Business
  • Language spoken
    • English

Licensed by

Stonehouse Financial Partners Pty Ltd

AFSL 520339

4.95
7 Reviews
5
4
3
2
1
5.00
Clear communication
4.80
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—7 of 7

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5.00

"I've been working with Nick for over 10 years now - after he had been looking after my parents. He's helped with simple, straightforward investment strategies both inside and outside of super. Along with keeping an eye on my wife and my insurances. He's been great, responsive, and we regularly recommend friends and family to him. Great work Nick!"

  • Insurance Protection
  • Self Managed SuperFunds
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I’ve had financial advisers before Nicholas who took advantage of my lack of financial knowledge where I lost a lot of money. Nicholas was recommended to me by my accountant and I’m so grateful that Nicholas is taking care of my investments and self funded super. Over the few years that Nicholas has been looking after me, my investments have grown. I trust him completely and know that he looks after my money as if it’s his own. He is very passionate about his clients and their financial welfare. I am constantly recommending Nick to my friends and colleagues and if you are reading this I highly recommend Nick and his team to you. Thank you Nick for looking after my interest so diligently."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Nick has always made me feel welcome & comfortable wholst helping me with my financial planning."

  • Superannuation
  • Cashflow & Income
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Nick has given my husband and I advice in the areas of Life Insurance and Income Protection and manages our Superannuation. Nick has always been available to answer questions and give us advice in terms of what options might suit us. He has been so patient in making sure we understood all of the details of our insurances clearly and the implications of any changes we might choose to make. His advice has been invaluable to us in making appropriate decisions around both insurances and superannuation."

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

"Nicholas has been a wonderful financial adviser to us over a number of years. He has helped us with insurance, taxation and superannuation planning. He always listens to our needs and incorporates that in all planning. He is thorough with his explanations and giving us time to process any changes he feels needed."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I've had the best experience with Nick, he is always up front, honest and explains everything in terms I can understand! He takes care of my super, investment account, insurances, my business and has helped with property purchases. I am only a small time investor but am always looked after to the highest of standards with regular reviews to make sure everything is relevant to my current situation and with how everything has performed since I met Nick in 2015 I couldn't be happier with the results."

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

"Nick has given me clear, concise and effective advice regarding my superannuation over the past 7 years. Nick is a good communicator and is always able to explain things to me in a clear way that makes sense. I feel very confident that the advice that has been given continued to be tailored to my needs and future goals. I would definitely recommend the services of Nick for all things 'financial'."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—7 of 7

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

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Bachelor of Business

Level
7 - Bachelor Degree
Institution
Queensland University of Technology (QUT)
Completed
2007

Master of Business Administration

Level
9 - Masters Degree
Institution
Queensland University of Technology (QUT)
Completed
2014

Master of Business

Level
9 - Masters Degree
Institution
Queensland University of Technology (QUT)
Completed
2011

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2013

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2011

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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