Nicholas Shanley
Financial Adviser
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About
Nicholas Shanley is an ASIC-registered financial adviser based in East Maitland, NSW, dedicated to helping individuals and families achieve their financial goals. With a strong foundation built on a Diploma of Financial Services (Financial Planning) from Kaplan Professional (2009), a Bachelor of Finance from The University of Newcastle (2011), and an Advanced Diploma of Financial Services (Financial Planning) from Kaplan Professional (2012), Nicholas possesses the knowledge and expertise to provide comprehensive financial advice. Nicholas is committed to upholding the highest ethical standards, demonstrated by his completion of Ethics and Professionalism in Financial Advice - Kaplan Professional (2019). As an active member of the Financial Advice Association of Australia (FAAA) and a Certified Financial Planner with the Financial Planning Association (FPA), Nicholas stays at the forefront of industry best practices to deliver exceptional service to his clients. Authorised to provide advice on a wide range of financial products, Nicholas can assist you with: • Superannuation advice • Insurance • Wealth management • Retirement planning Nicholas provides tailored advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Whether you're planning for retirement, seeking to grow your wealth, or protecting your family's future, Nicholas can provide the guidance and support you need. Contact Nicholas today to schedule a consultation and take the first step towards a secure financial future.
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Frequently Asked Questions
What types of financial advice does Nicholas Shanley offer?
Nicholas Shanley specialises in superannuation advice, insurance, wealth management, and retirement planning. He can also provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities.
What are Nicholas Shanley's qualifications and professional memberships?
Nicholas Shanley holds a Diploma of Financial Services (Financial Planning), a Bachelor of Finance, and an Advanced Diploma of Financial Services (Financial Planning). He is a member of the Financial Advice Association of Australia (FAAA) and a Certified Financial Planner with the Financial Planning Association (FPA).
What can I expect during my first meeting with Nicholas?
During your initial consultation, Nicholas will take the time to understand your current financial situation, future goals, and risk tolerance. He will then work with you to develop a personalised financial plan tailored to your specific needs.
How does Nicholas stay up-to-date with changes in the financial industry?
Nicholas is committed to ongoing professional development and is a member of both the Financial Advice Association of Australia (FAAA) and the Financial Planning Association (FPA). He regularly attends industry conferences and training sessions to stay informed about the latest trends and regulations.
How do I get started with financial planning with Nicholas Shanley?
Simply contact Nicholas to schedule an initial consultation. During this meeting, you can discuss your financial goals and determine if his services are right for you. There's no obligation to proceed after the initial consultation.
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