Nicholas Moustacas
Financial Adviser
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About
Nicholas Moustacas is an ASIC-registered financial adviser based in Sydney, NSW, dedicated to helping individuals and families achieve their financial goals. With a Bachelor of Commerce from the University of Woollongong (1990) and a Certificate of Public Practice from Chartered Accountants Australia & New Zealand (1994), Nicholas brings a wealth of knowledge and experience to his practice. He further enhanced his expertise with the Financial Planning Proper Authority Course from the Securities Institute of Australia (2001) and became an SMSF Specialist Advisor (SSA) with the SMSF Association in 2011. Nicholas stays current with industry standards, completing Ethics and Professionalism in Financial Advice with Kaplan Professional in 2020. As a member of Chartered Accountants Australia and New Zealand (CA ANZ) and the SMSF Association, Nicholas adheres to the highest ethical and professional standards. He is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. This allows him to create tailored strategies to meet each client's unique circumstances. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice • SMSF advice Ready to take control of your financial future? Contact Nicholas Moustacas today for 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 Moustacas offer?
Nicholas Moustacas provides advice on a broad range of financial products and services, including superannuation, insurance, wealth management, retirement planning, and investments. He can also assist with SMSF strategies.
What are Nicholas Moustacas's qualifications and experience?
Nicholas holds a Bachelor of Commerce, a Certificate of Public Practice from CA ANZ, and is an SMSF Specialist Advisor. He has been providing financial advice since 2001 and is committed to ongoing professional development.
How does Nicholas Moustacas approach financial planning?
Nicholas takes a client-centered approach, focusing on understanding your individual goals and circumstances. He then develops a tailored financial plan to help you achieve your objectives.
What can I expect during my first meeting with Nicholas?
During your initial consultation, Nicholas will discuss your current financial situation, future goals, and risk tolerance. This will help him understand your needs and determine how he can best assist you.
Is Nicholas Moustacas qualified to give SMSF advice?
Yes, Nicholas Moustacas is an SMSF Specialist Advisor with the SMSF Association, making him suitably qualified to provide advice on setting up and managing your Self-Managed Super Fund.
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