Nick Talley

Efs Strategic

Gold
9 Yrs Experience
Lane Cove, NSW 2066
Partner andĀ Financial Adviser atĀ EFS

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.85
  • Number of reviews 11
  • First year providing advice 2013
  • Years of experience 9
  • Highest qualification
    • Bachelor of Agricultural Economics (Honours)
  • Language spoken
    • English

Efs Strategic

Level 2, 71 Longueville Road
Lane Cove, NSW 2066

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Licensed by

Libertas Wealth Consulting Pty Ltd

AFSL 422763

4.85
11 Reviews
5
4
3
2
1
4.90
Clear communication
4.90
Knowledge & expertise
4.90
Customer care
4.70
Likely to recommend
Showing reviews 1—10 of 11

Sort by

4.75

"Nick has given me advices on SMSF, Personal Shares & Fixed Income Investment. He is very clear with his explanations . Through Nick's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Nick's full care and attention when I needed it.' He is always ready to assist me when I need clarification."

  • Superannuation
  • Self Managed SuperFunds
  • Cashflow & Income
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Excellent investment and superannuation advice."

  • Superannuation
  • Insurance Protection
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Nick is a very competent adviser and put a lot of complicated information and recommendations in lamens terms so that I could understand it. I feel very comfortable with Nick as a person and his knowledge in financial aspects"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"It is always a pleasure to deal with Nick. He makes a difficult subject comprehensible and inspires confidence in his ability in this field."

  • Superannuation
  • Self Managed SuperFunds
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I found Nick to be professional and helpful in my dealings. Nick is very knowledgeable, and clearly listened to my needs before recommending a product for me."

  • Superannuation
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Nick has the ability to identify what is important for me and clearly articulates those goals and strategies so that I feel in control of my decision making. He is approachable and understands that money means different things for different people."

  • Insurance Protection
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Nick is genuinely sincere and trustworthy in managing people's money"

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.00

"I have found Nick to be accessible at all time. His explanations to queries leave me in feeling assured that my financial matters are being looked after correctly."

  • Superannuation
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Nick assumed responsibility as our adviser after our long association with his predecessor. We have been impressed and delighted with his picking up the responsibilities involved and find Nick very knowledgeable and extremely clear in his explanations of this complex environment"

  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have found Nick to be very professional over the past 10 years he has been managing my portfolio. No hesitation in recommending him and his business!"

  • Insurance Protection
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 11

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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
International Institute of Technology (IIT)
Completed
2018

Diploma of Financial Services

Level
5 - Diploma
Institution
Integrity Education Group
Completed
2013

Self Managed Superannuation Funds (SMSF) Core Technical Accreditation

Level
0 - Training / Exam / Other
Institution
First Tech Federal Credit Union
Completed
2014

Bachelor of Agricultural Economics (Honours)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
The University of Sydney (USYD)
Completed
2011

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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