Nixon Financial Services Pty Ltd is a Corporate Authorised Representative of Sentry Advice Pty Ltd, AFSL 227748.
Bob Nixon is the Managing Director and one of the Financial Advisers at Nixon Financial Services (NFS) with over 40 years of experience as a client adviser. Along with Bob, Joel Plowman, and Michelle Abela are also part of the Financial Adviser team .
The broad experience and time in the service of working with clients in good times and the bad, gives Nixon Financial Services strength and understanding that is not always evident in less experienced practices.
The firm has clients both locally, in the Melbourne metropolitan area, country Victoria, and interstate. We even take care of active clients who both live and work overseas.
Being an advice-based business that grew from country town roots, it is not surprising to find that NFS is a firm of general practitioners and therefore able to handle the widest possible range of financial services needs of its clients, including specialist aged-care advice.
Clients are mapped against an holistic services matrix created by external consultants.
Bob is always so knowledgeable and I trust him to do what is right for my situation.
I have used Bob Nixon for financial/superannuation advice for over 20 years and he has always explained in clear jargon-free language all the issues along the way, leaving me with a sense of stability with my finances.
Bob has managed my shares/investments for quite a few years, he is always clear with explanations as to what he suggests be done to improve my investments and returns, which he has successfully done. With the emails, also easy to understand and makes me very confident because I must admit I am 'not up to scratch' with 'all things' shares, and figures show what a great job he has done
Bob went through my whole portfolio and highlighted investments that needed to be reviewed. He also explained the current situation re Covid 19 and how it has impacted my account in a very understandable manner. After our meeting, I felt my portfolio was in good hands and my best interests were always in the forefront with regards to how we go forward. I am confident my account is as could as it can be in the current climate. I never have any difficulty in arranging a time to discuss any queries with Bob I may have
- Adviser status Platinum
- Number of reviews 23
- First year providing advice 2004
- Years of experience 20
- Bachelor of Commerce
Nixon Financial Services Pty Ltd23A Hamilton St
Gisborne, VIC 3437
- 9:00am – 5:00pm Monday
Sentry Advice Pty Ltd