Nick is a financial Planner  helping clients over the age of 55 retire with confidence and dignity.

Nick has over 10 years experience as an adviser and early in his career was spent working with accumulators (super/insurance/budgeting). Nick now works predominately with pre-retirees/retirees helping them live their best life and to help them understand and apply for any social security entitlements. Nick likes to “break-down” complex financial jargon and use plain, simple language to ensure clients understand the plan they will be working towards which may include monetary and non-monetary outcomes. Nick prefers simplicity over complexity and is not “afraid” to have the tough conversations with clients that some advisers shy away from.

Nick has the following qualifications:

Masters in Applied Finance (Financial Planning)

Bachelor’s degree in Finance

Advanced diploma in Financial Planning

Self-Managed Superannuation accreditation

Margin Lending accreditation