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Nigel Owen CFP®

About Me

We focus on Wealth Accumulation and Retirement Planning. Investments in Direct Shares and Managed Funds. Transition to Retirement Planning and Tax savings strategies, Estate Planning and Inter Generational Wealth transfer strategies.

Areas of Focus

  • Estate planning
  • Investments
  • Retirement
  • SME advice
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 21 Years
  • Licensed By
    Licensed By Privest Licensee Services Pty Ltd
CERTIFIED FINANCIAL PLANNER®