FASEA Qualified, I have a Bachelor of Business Degree (Marketing & Economics), Advanced Diploma of Financial Services (Financial Planning) and has completed The RG146 Self-Managed Super Fund (SMSF) course. Aspiring to gain as much knowledge as possible, I am currently enrolled and completing my studies to become a Certified Financial Planner (CFP).
I pride myself on being a personable and passionate financial planner who builds long lasting relationships with clients. My willingness to listen and consideration for my client’s personal circumstances ensure that my recommendations are tailored to suit their needs. Most importantly for me personally, is that I LOVE what I do!
Outside of work I enjoy all sports and you may be able to find me in the stands supporting my beloved Mighty Blues.
Takes time to explain.
Prepares for meetings
Rings to check how things are going, any changes etc.
Very approachable and relatable
We have a very good relationship he helps us where ever he can
Very happy with Nick
Comment not provided
Very friendly and answers me when I ask him something
- Adviser status Platinum
- Number of reviews 76
- First year providing advice 2012
- Years of experience 11
- Bachelor of Business (Marketing and Economics)
Amega Financial Solutions610 Burwood Road
Hawthorn East, VIC 3123
- 8:30am – 6:00pm Monday – Friday
- In person
- Video call
Amp Financial Planning Pty Ltd