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Nicholas Brian

Financial Adviser

CA Financial Services Group
North Sydney, NSW 2060

Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.

About

Nicholas Brian is an ASIC-registered financial adviser based in North Sydney, dedicated to helping clients achieve their financial goals through tailored advice and strategies. With extensive experience and a commitment to ongoing professional development, Nicholas holds the esteemed FChFP - Mentor designation since 2012. He is also an active member of the Financial Advice Association of Australia (FAAA), demonstrating his dedication to upholding the highest standards of ethics and professionalism in the financial advice industry. Nicholas is authorised to provide advice on a range of financial products, including superannuation and various types of insurance, including Life Risk Insurance. He works closely with his clients to understand their unique circumstances and develop personalised plans to protect their financial future and achieve long-term security. Key services offered: • Superannuation advice to help you grow your retirement savings • Insurance solutions to protect you and your family from unforeseen events • Life Risk Insurance to secure your family's financial future Ready to take control of your financial future? Contact Nicholas today to schedule a consultation and discuss your needs.

Specialisations

Areas of Expertise

Life Risk Insurance Superannuation strategies Retirement planning Wealth protection

Client Types

Personal Investors

Services

Superannuation Advice Insurance Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000536983

Verify on ASIC Register

Authorised Representative Number

000326404

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Nicholas Brian offer?

Nicholas Brian specialises in superannuation advice and insurance, including Life Risk Insurance. He can help you optimise your superannuation for retirement and secure the right insurance cover to protect your assets and loved ones.

What are Nicholas Brian's qualifications and professional memberships?

Nicholas Brian holds the FChFP - Mentor designation (2012) and is a member of the Financial Advice Association of Australia (FAAA). These credentials demonstrate his commitment to ongoing professional development and ethical conduct.

How does Nicholas Brian develop a financial plan for his clients?

Nicholas works closely with each client to understand their individual financial situation, goals, and risk tolerance. He then develops a personalised plan that addresses their specific needs and helps them achieve their financial objectives.

What can I expect during my first consultation with Nicholas Brian?

During your initial consultation, Nicholas will take the time to get to know you and your financial goals. He will explain his services and how he can help you achieve financial security. This is an opportunity to ask questions and determine if his services are the right fit for you.

Why is it important to seek advice from an ASIC-registered financial advisor like Nicholas Brian?

Seeking advice from an ASIC-registered financial adviser ensures that you are working with a qualified professional who is bound by law to act in your best interests. ASIC registration provides a level of consumer protection and ensures that the adviser meets certain standards of competence and ethical conduct.

Get in Touch

Contact Nicholas directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.