My approach to client conversations, is to explain strategies in an easy-to-understand, jargon free manner and develop an ongoing plan to benefit clients in the long-term

As a CERTIFIED FINANCIAL PLANNER® practitioner, the highest accreditation in the financial planning profession, Nigel also holds a Masters in Financial Planning. Nigel has been providing personal wealth management and financial advice since 1998. Over this time, he has built specialised knowledge in superannuation, retirement strategies, tax planning and portfolio management. Helping clients make smart decisions about their money is central to Nigel’s approach.

Nigel is authorised to provide advice in the following areas::

  • Deposit and payment products
  • Government debentures, stocks and bonds
  • Life products Securities
  • Retirement Savings Accounts
  • Managed investment schemes
  • Margin lending
  • Superannuation

The service is tailored specifically to me and my business model

Warren Azarian Director of 4 SaleSold Real Estate

Qualifications/Professional Memberships

  • Masters of Financial Planning (Kaplan)
  • CFP® Professional (FPA)
  • Margin Lending & Gearing Investments (Kaplan)
  • Self-Managed Super Funds (Kaplan)
  • Tax (Financial Adviser) 25604597
  • Dip (FP) (Deakin University)
  • AdvDip Financial Services (FP) (Tribecca)
  • Bachelor of Arts (Justice Studies & Public Relations) (ECU)

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Learn more about Nigel on his LinkedIn Profile