Nicholas Weiss
Financial Adviser
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About
Nicholas Weiss is an ASIC-registered financial adviser based in Sydney, NSW, committed to helping clients achieve their financial goals with tailored and comprehensive advice. With a strong educational foundation that includes a Graduate Diploma in Applied Finance & Investments from the Securities Institute (2001) and a Graduate Diploma of Financial Planning from the same institute (2004), Nicholas brings a wealth of knowledge and experience to his practice. He stays current with industry standards, as demonstrated by completing FPC002B-Ethics and Professionalism in Financial Advice (Kaplan Higher Education, 2021) and Commercial Law (Kaplan Higher Education, 2024). Nicholas is authorized to provide advice on a range of financial products, including superannuation, insurance, and retirement planning. He can also assist with Investment Life Insurance, Life Risk Insurance, Retirement Savings Accounts, and Government Debt Securities. His approach is client-centric, focusing on building long-term relationships based on trust and understanding. Key services offered: • Superannuation advice • Retirement planning • Insurance solutions • Investment advice 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 Weiss offer?
Nicholas Weiss specialises in providing advice on superannuation, insurance, retirement planning, Investment Life Insurance, Life Risk Insurance, Retirement Savings Accounts, and Government Debt Securities. He can help you create a plan that aligns with your specific needs and objectives.
What qualifications does Nicholas Weiss have?
Nicholas holds a Graduate Diploma in Applied Finance & Investments, a Graduate Diploma of Financial Planning, and has completed courses in Ethics and Professionalism in Financial Advice and Commercial Law.
What is the process for working with Nicholas Weiss?
The process typically starts with an initial consultation to understand your financial situation and goals. From there, Nicholas will develop a tailored financial plan and provide ongoing support to help you stay on track.
How can Nicholas Weiss help me with my retirement planning?
Nicholas can assess your current financial situation, estimate your future retirement needs, and develop a plan to help you accumulate the necessary savings. He can also advise you on the best strategies for managing your superannuation and other investments during retirement.
What should I expect during my first meeting with Nicholas?
During your first meeting, Nicholas will ask you about your financial goals, current financial situation, and risk tolerance. He will explain his services and how he can help you achieve your objectives. This is a great opportunity to ask any questions you may have.
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