About Me

Nick has been a Financial Planner since 2003 but has over 20 years of experience working in the financial services industry. Nick helps his clients achieve their goals by drawing on his expertise in finding appropriate solutions, such as tax effective investing, wealth management and personal protection needs. Nick is also well versed in areas such as retirement planning, self-managed super funds, Centrelink and aged care. Nick holds an Advanced Diploma of Financial Services, with a major in Financial Planning and a Masters in Financial Planning. With these qualifications and years of experience, he is well qualified to help his clients achieve their goals.