Qualifications
& Memberships
- Commissioner of Declarations
- Certified Financial Planner with the Financial Planning Association (FPA)
- Diploma in Financial Planning
Areas of
Expertise
I am a Certified Financial Planner focused on advising clients to build and protect their wealth. I specialise in pre and post retirement planning, investment and superannuation advice as well as dealing with Centrelink queries. With my extensive knowledge in these fields, I am able to demonstrate to each client the ability to achieve their unique financial goals.
As proof of this, I help clients implement long-term financial strategies in the knowledge that their financial future is secure. These long-term strategies ensure mutually beneficial relationships with clients.
I specialise in Retirement planning and ensuring that clients lead a satisfying and enjoyable retirement.
Nick's ideas of Financial Freedom
Taking 12 months leave and travelling around the USA in a motorhome with the family.
