Nick Webb

Milenia Pty Ltd

Gold
13 Yrs Experience
South Brisbane, QLD 4101

Nick Webb is a Director and Partner at RSM Australia.

As an experienced Financial Adviser and wealth management specialist, Nick has an extensive range of skills and expertise in financial services that includes wealth creation, holistic financial planning, retirement planning, self managed superannuation and wealth protection.

Nick holds a Master of Business – Applied Finance, a Bachelor of Business and a Diploma of Financial Services. Further to this, Nick has also completed a Master of Business Administration (MBA) Program and in his quest to provide his clients with the best financial planning advice, Nick also holds the very highly regarded industry qualification of CERTIFIED FINANCIAL PLANNER ™ (CFP®).

Apart from his sound technical skills, Nick considers his most important attribute to be his exceptional interpersonal skills and unrelenting work ethic. He is focused on developing productive relationships with his clients and through meaningful dialogue achieves a comprehensive understanding of their financial and lifestyle aspirations.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.96
  • Number of reviews 7
  • First year providing advice 2011
  • Years of experience 13
  • Highest qualifications
    • Master of Business Administration
    • Master of Business (Finance)
  • Language spoken
    • English

Milenia Pty Ltd

Suite 53, Level 11, 88 Tribune St
South Brisbane, QLD 4101

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Synchron Advice Pty Ltd

AFSL 243313