Nicholas Bradfield
Financial Adviser
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About
Nicholas Bradfield is an ASIC-registered financial adviser dedicated to helping individuals and families in Banksia, NSW, achieve their financial goals. With a strong foundation in finance and accounting, Nicholas holds a Bachelor of Commerce from UWS and a Bachelor of Commerce Accounting from the University of Western Sydney (both 1997). He further enhanced his expertise by completing the CPA Program with CPA Australia in 2001, followed by the CFP Program with FPA in 2002. Nicholas is also recognised as a Specialist in Financial Planning by CPA Australia since 2005 and holds the CIMA designation from the Investments and Wealth Institute (2019), demonstrating his commitment to ongoing professional development and ethical conduct, as evidenced by his FASEA accreditation (2019) and completion of Ethics and Professionalism in Financial Advice with Kaplan Professional (2022). As a member of CPA Australia (CPA) and Chartered Accountants Australia and New Zealand (CA ANZ), Nicholas adheres to the highest professional standards. He is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. He also offers guidance on investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities. Nicholas provides tailored financial advice and services: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment guidance Ready to take control of your financial future? Contact Nicholas today to schedule a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Nicholas Bradfield offer?
Nicholas Bradfield specialises in superannuation advice, insurance, wealth management, and retirement planning. He also provides guidance on investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities.
What qualifications does Nicholas Bradfield hold?
Nicholas holds a Bachelor of Commerce, a Bachelor of Commerce Accounting, CPA, CFP, Specialist in Financial Planning, CIMA, and has completed Ethics and Professionalism in Financial Advice.
How does Nicholas Bradfield develop a financial plan for clients?
Nicholas works closely with each client to understand their unique financial situation, goals, and risk tolerance. He then develops a tailored financial plan that addresses their specific needs and helps them achieve their objectives.
What can I expect during my first meeting with Nicholas Bradfield?
During your first meeting, Nicholas will discuss your current financial situation, your goals, and your concerns. He will explain his approach to financial planning and answer any questions you may have. This initial consultation helps determine if his services are a good fit for your needs.
How is Nicholas Bradfield different from other financial advisors?
Nicholas distinguishes himself through his extensive qualifications, including CPA, CFP, and CIMA designations. His commitment to ongoing professional development and ethical conduct ensures that he provides clients with the highest quality advice, tailored to their individual circumstances.
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